AFIA
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America First Investment Advisors’s United Parcel Service UPS Stock Holding History

America First Investment Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-150
Closed -$16K – 141
2017
Q1 		$16K Buy
+150
New +$16.4K 0.01% 109

Other funds holding UPS

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

America First Investment Advisors's UPS Position: Q2 2017 in Review

America First Investment Advisors sold out of United Parcel Service (UPS) in Q2 2017, closing a stake of 150 shares — an estimated $16K sold.

America First Investment Advisors first reported a position in UPS in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 1,276 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • America First Investment Advisors reported no remaining United Parcel Service position as of Q2 2017 after selling out during the quarter.
  • America First Investment Advisors sold 150 United Parcel Service shares in Q2 2017, an estimated $16K.
  • America First Investment Advisors first reported a position in United Parcel Service in Q1 2017 and held it in 1 quarter.
  • America First Investment Advisors's United Parcel Service position peaked at $16K in Q1 2017.
  • 1,276 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on America First Investment Advisors's 13F filing for Q2 2017, filed 10 Jul 2017.