AFWA
UPS icon

Ancora Family Wealth Advisors’s United Parcel Service UPS Stock Holding History

Ancora Family Wealth 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
2016
Q3 		$760K Buy
6,951
+2,031
+41% +$222K 0.26% 102
2016
Q2 		$530K Sell
4,920
-48
-1% -$5K 0.2% 118
2016
Q1 		$524K Buy
4,968
+126
+3% +$12.2K 0.21% 118
2015
Q4 		$466K Sell
4,842
-1,024
-17% -$105K 0.2% 126
2015
Q3 		$579K Buy
+5,866
New +$579K 0.24% 114

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ancora Family Wealth Advisors's UPS Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its United Parcel Service (UPS) stake by 41% in Q3 2016, buying an estimated $222K and bringing the position to 6,951 shares worth $760K. The position accounts for 0.26% of the portfolio, ranked #102.

Ancora Family Wealth Advisors first reported a position in UPS in Q3 2015 and has held it in 5 quarters since. 1,242 funds tracked by Wall St. Rank hold UPS as of Q3 2016.

  • Ancora Family Wealth Advisors held 6,951 shares of United Parcel Service worth $760K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 2,031 United Parcel Service shares in Q3 2016, an estimated $222K.
  • United Parcel Service made up 0.26% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #102 holding.
  • Ancora Family Wealth Advisors first reported a position in United Parcel Service in Q3 2015 and has held it in 5 quarters since.
  • 1,242 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.