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

Aviance 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
2019 Q1	$1K	Sell	8 -6,262	-100%	-$664K	﹤0.01%	232
2018 Q4	$612K	Buy	+6,270	New	+$680K	0.09%	114
2018 Q2	–	Sell	-8	Closed	-$1K	–	282
2018 Q1	$1K	Buy	+8	New	+$925	﹤0.01%	279
2017 Q4	–	Sell	-10	Closed	-$1K	–	335
2017 Q3	$1K	Buy	+10	New	+$1.14K	﹤0.01%	318
2015 Q1	–	Sell	-35,188	Closed	-$3.91M	–	315
2014 Q4	$3.91M	Buy	35,188 +10,741	+44%	+$1.13M	0.14%	102
2014 Q3	$2.4M	Buy	24,447 +695	+3%	+$69.1K	0.1%	128
2014 Q2	$2.44M	Buy	+23,752	New	+$2.39M	0.1%	111
2014 Q1	–	Sell	-114	Closed	-$12K	–	401
2013 Q4	$12K	Sell	114 -67	-37%	-$6.6K	0.01%	334
2013 Q3	$17K	Buy	+181	New	+$15.9K	0.01%	271

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aviance Capital Management's UPS Position: Q1 2019 in Review

Aviance Capital Management reduced its United Parcel Service (UPS) stake by 100% in Q1 2019, selling an estimated $664K and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Aviance Capital Management first reported a position in UPS in Q3 2013 and has held it in 9 quarters since. The position peaked at $3.91M in Q4 2014. 1,507 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

Aviance Capital Management held 8 shares of United Parcel Service worth $1K as of Q1 2019.
Aviance Capital Management sold 6,262 United Parcel Service shares in Q1 2019, an estimated $664K.
United Parcel Service made up ﹤0.01% of Aviance Capital Management's portfolio in Q1 2019, its #232 holding.
Aviance Capital Management first reported a position in United Parcel Service in Q3 2013 and has held it in 9 quarters since.
Aviance Capital Management's United Parcel Service position peaked at $3.91M in Q4 2014.
1,507 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.