Wealthfront’s Upbound Group UPBD Stock Holding History

Wealthfront’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 Q4	–	Sell	-9	Closed	–	–	1019
2015 Q3	$0	Sell	9 -30	-77%	-$806	﹤0.01%	1439
2015 Q2	$1K	Buy	+39	New	+$1.17K	﹤0.01%	1257
2015 Q1	–	Sell	-1	Closed	–	–	1252
2014 Q4	$0	Buy	+1	New	+$32	﹤0.01%	995

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealthfront's UPBD Position: Q4 2015 in Review

Wealthfront sold out of Upbound Group (UPBD) in Q4 2015, closing a stake of 9 shares.

Wealthfront first reported a position in UPBD in Q4 2014 and held it in 3 quarters. The position peaked at $1K in Q2 2015. 205 funds tracked by Wall St. Rank hold UPBD as of Q4 2015.

Wealthfront reported no remaining Upbound Group position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 9 Upbound Group shares in Q4 2015.
Wealthfront first reported a position in Upbound Group in Q4 2014 and held it in 3 quarters.
Wealthfront's Upbound Group position peaked at $1K in Q2 2015.
205 funds tracked by Wall St. Rank held Upbound Group as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.