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Wynnefield Capital’s Upbound Group UPBD Stock Holding History

Wynnefield Capital’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
Q4 		– Sell
-17,800
Closed -$204K – 38
2017
Q3 		$204K Hold
17,800
– – 0.07% 35
2017
Q2 		$208K Buy
+17,800
New +$201K 0.07% 38

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
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return

Wynnefield Capital's UPBD Position: Q4 2017 in Review

Wynnefield Capital sold out of Upbound Group (UPBD) in Q4 2017, closing a stake of 17,800 shares — an estimated $204K sold.

Wynnefield Capital first reported a position in UPBD in Q2 2017 and held it in 2 quarters. The position peaked at $208K in Q2 2017. 193 funds tracked by Wall St. Rank hold UPBD as of Q4 2017.

  • Wynnefield Capital reported no remaining Upbound Group position as of Q4 2017 after selling out during the quarter.
  • Wynnefield Capital sold 17,800 Upbound Group shares in Q4 2017, an estimated $204K.
  • Wynnefield Capital first reported a position in Upbound Group in Q2 2017 and held it in 2 quarters.
  • Wynnefield Capital's Upbound Group position peaked at $208K in Q2 2017.
  • 193 funds tracked by Wall St. Rank held Upbound Group as of Q4 2017.

Based on Wynnefield Capital's 13F filing for Q4 2017, filed 14 Feb 2018.