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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% 2091
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

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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 $14.1B AUM 25.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return