WFG Advisors’s Upbound Group UPBD Stock Holding History

WFG Advisors’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
2017 Q2	$0	Hold	14	–	–	﹤0.01%	1672
2017 Q1	$0	Hold	14	–	–	﹤0.01%	1664
2016 Q4	$0	Hold	14	–	–	﹤0.01%	1730
2016 Q3	$0	Hold	14	–	–	﹤0.01%	1698
2016 Q2	$0	Hold	14	–	–	﹤0.01%	1696
2016 Q1	$0	Hold	14	–	–	﹤0.01%	1686
2015 Q4	$0	Hold	14	–	–	﹤0.01%	1675
2015 Q3	$0	Hold	14	–	–	﹤0.01%	1713
2015 Q2	$0	Hold	14	–	–	﹤0.01%	1815
2015 Q1	$0	Sell	14 -150	-91%	-$4.57K	﹤0.01%	2090
2014 Q4	$6K	Hold	164	–	–	﹤0.01%	1613
2014 Q3	$5K	Hold	164	–	–	﹤0.01%	1681
2014 Q2	$5K	Hold	164	–	–	﹤0.01%	1666
2014 Q1	$4K	Hold	164	–	–	﹤0.01%	1691
2013 Q4	$5K	Hold	164	–	–	﹤0.01%	1764
2013 Q3	$6K	Hold	164	–	–	﹤0.01%	1687
2013 Q2	$6K	Buy	+164	New	+$5.94K	﹤0.01%	1619

Other funds holding UPBD

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

WFG Advisors's UPBD Position: Q2 2017 in Review

WFG Advisors held its Upbound Group (UPBD) position steady in Q2 2017 at 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

WFG Advisors first reported a position in UPBD in Q2 2013 and has held it in 17 quarters since. The position peaked at $6K in Q4 2014. 176 funds tracked by Wall St. Rank hold UPBD as of Q2 2017.

WFG Advisors held 14 shares of Upbound Group worth $0 as of Q2 2017.
WFG Advisors left its Upbound Group share count unchanged in Q2 2017.
Upbound Group made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1672 holding.
WFG Advisors first reported a position in Upbound Group in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Upbound Group position peaked at $6K in Q4 2014.
176 funds tracked by Wall St. Rank held Upbound Group as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.