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Washington Trust Bank’s Upbound Group UPBD Stock Holding History

Washington Trust Bank’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-700
Closed -$25K – 866
2014
Q4 		$25K Buy
+700
New +$22.5K 0.01% 580

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Washington Trust Bank's UPBD Position: Q1 2015 in Review

Washington Trust Bank sold out of Upbound Group (UPBD) in Q1 2015, closing a stake of 700 shares — an estimated $25K sold.

Washington Trust Bank first reported a position in UPBD in Q4 2014 and held it in 1 quarter. The position peaked at $25K in Q4 2014. 188 funds tracked by Wall St. Rank hold UPBD as of Q1 2015.

  • Washington Trust Bank reported no remaining Upbound Group position as of Q1 2015 after selling out during the quarter.
  • Washington Trust Bank sold 700 Upbound Group shares in Q1 2015, an estimated $25K.
  • Washington Trust Bank first reported a position in Upbound Group in Q4 2014 and held it in 1 quarter.
  • Washington Trust Bank's Upbound Group position peaked at $25K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held Upbound Group as of Q1 2015.

Based on Washington Trust Bank's 13F filing for Q1 2015, filed 17 Apr 2015.