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Apriem Advisors’s United Parcel Service UPS Stock Holding History

Apriem 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
-668
Closed -$72K – 520
2017
Q1 		$72K Hold
668
– – 0.02% 202
2016
Q4 		$77K Buy
+668
New +$75.3K 0.02% 186
2016
Q1 		– Sell
-96
Closed -$9K – 624
2015
Q4 		$9K Buy
+96
New +$9.81K ﹤0.01% 389
2015
Q3 		– Sell
-269
Closed -$26K – 607
2015
Q2 		$26K Buy
+269
New +$26.7K 0.01% 285

Other funds holding UPS

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

Apriem Advisors's UPS Position: Q2 2017 in Review

Apriem Advisors sold out of United Parcel Service (UPS) in Q2 2017, closing a stake of 668 shares — an estimated $72K sold.

Apriem Advisors first reported a position in UPS in Q2 2015 and held it in 4 quarters. The position peaked at $77K in Q4 2016. 1,276 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • Apriem Advisors reported no remaining United Parcel Service position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 668 United Parcel Service shares in Q2 2017, an estimated $72K.
  • Apriem Advisors first reported a position in United Parcel Service in Q2 2015 and held it in 4 quarters.
  • Apriem Advisors's United Parcel Service position peaked at $77K in Q4 2016.
  • 1,276 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.