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Weaver C. Barksdale & Associates’s Upbound Group UPBD Stock Holding History

Weaver C. Barksdale & Associates’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
2016
Q1 		– Sell
-864
Closed -$13K – 559
2015
Q4 		$13K Buy
864
+340
+65% +$6.49K 0.01% 215
2015
Q3 		$13K Buy
524
+50
+11% +$1.34K 0.01% 210
2015
Q2 		$13K Sell
474
-33
-7% -$990 0.01% 228
2015
Q1 		$14K Buy
507
+110
+28% +$3.35K 0.01% 216
2014
Q4 		$14K Sell
397
-87
-18% -$2.8K 0.01% 209
2014
Q3 		$15K Buy
484
+5
+1% +$134 0.01% 199
2014
Q2 		$14K Sell
479
-51
-10% -$1.44K 0.01% 217
2014
Q1 		$14K Buy
530
+154
+41% +$4.17K 0.01% 211
2013
Q4 		$13K Buy
376
+49
+15% +$1.7K 0.01% 232
2013
Q3 		$12K Hold
327
– – 0.01% 239
2013
Q2 		$12K Buy
+327
New +$11.8K 0.01% 237

Other funds holding UPBD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return