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Wedbush Securities’s Upbound Group UPBD Stock Holding History

Wedbush Securities’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
2018
Q2 		– Sell
-15,500
Closed -$134K – 911
2018
Q1 		$134K Sell
15,500
-1,217
-7% -$11.7K 0.02% 734
2017
Q4 		$186K Sell
16,717
-6,250
-27% -$68.4K 0.02% 727
2017
Q3 		$264K Buy
22,967
+1,750
+8% +$21.6K 0.03% 601
2017
Q2 		$249K Buy
21,217
+4,750
+29% +$53.7K 0.03% 624
2017
Q1 		$146K Buy
+16,467
New +$150K 0.02% 734
2016
Q3 		– Sell
-10,077
Closed -$124K – 865
2016
Q2 		$124K Sell
10,077
-20,078
-67% -$270K 0.02% 685
2016
Q1 		$478K Sell
30,155
-3,240
-10% -$43.2K 0.08% 280
2015
Q4 		$500K Buy
33,395
+380
+1% +$7.26K 0.09% 245
2015
Q3 		$801K Sell
33,015
-1,035
-3% -$27.8K 0.16% 145
2015
Q2 		$965K Sell
34,050
-450
-1% -$13.5K 0.18% 131
2015
Q1 		$947K Buy
34,500
+1,455
+4% +$44.3K 0.16% 141
2014
Q4 		$1.2M Sell
33,045
-3,345
-9% -$108K 0.18% 109
2014
Q3 		$1.1M Sell
36,390
-300
-0.8% -$8.07K 0.17% 115
2014
Q2 		$1.05M Sell
36,690
-3,388
-8% -$95.8K 0.17% 123
2014
Q1 		$1.07M Hold
40,078
– – 0.19% 126
2013
Q4 		$1.34M Sell
40,078
-4,766
-11% -$165K 0.32% 83
2013
Q3 		$1.71M Sell
44,844
-337
-0.7% -$13K 0.45% 59
2013
Q2 		$1.7M Buy
+45,181
New +$1.64M 0.47% 56

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wedbush Securities's UPBD Position: Q2 2018 in Review

Wedbush Securities sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 15,500 shares — an estimated $134K sold.

Wedbush Securities first reported a position in UPBD in Q2 2013 and held it in 18 quarters. The position peaked at $1.71M in Q3 2013. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

  • Wedbush Securities reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
  • Wedbush Securities sold 15,500 Upbound Group shares in Q2 2018, an estimated $134K.
  • Wedbush Securities first reported a position in Upbound Group in Q2 2013 and held it in 18 quarters.
  • Wedbush Securities's Upbound Group position peaked at $1.71M in Q3 2013.
  • 166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on Wedbush Securities's 13F filing for Q2 2018, filed 3 Aug 2018.