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Armbruster Capital Management’s United Parcel Service UPS Stock Holding History

Armbruster Capital Management’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
Q1 		– Sell
-263
Closed -$30K – 290
2016
Q4 		$30K Hold
263
– – 0.02% 155
2016
Q3 		$29K Hold
263
– – 0.02% 160
2016
Q2 		$28K Sell
263
-107
-29% -$11.1K 0.02% 167
2016
Q1 		$39K Hold
370
– – 0.03% 145
2015
Q4 		$36K Buy
+370
New +$37.8K 0.03% 156

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Armbruster Capital Management's UPS Position: Q1 2017 in Review

Armbruster Capital Management sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 263 shares — an estimated $30K sold.

Armbruster Capital Management first reported a position in UPS in Q4 2015 and held it in 5 quarters. The position peaked at $39K in Q1 2016. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

  • Armbruster Capital Management reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
  • Armbruster Capital Management sold 263 United Parcel Service shares in Q1 2017, an estimated $30K.
  • Armbruster Capital Management first reported a position in United Parcel Service in Q4 2015 and held it in 5 quarters.
  • Armbruster Capital Management's United Parcel Service position peaked at $39K in Q1 2016.
  • 1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Armbruster Capital Management's 13F filing for Q1 2017, filed 8 May 2017.