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Beach Investment Management’s United Parcel Service UPS Stock Holding History

Beach Investment 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
-12,720
Closed -$1.46M – 50
2016
Q4 		$1.46M Buy
+12,720
New +$1.43M 2.49% 17
2015
Q2 		– Sell
-7,000
Closed -$679K – 60
2015
Q1 		$679K Sell
7,000
-9,850
-58% -$1.01M 1% 40
2014
Q4 		$1.87M Buy
+16,850
New +$1.78M 2.63% 11

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
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

Beach Investment Management's UPS Position: Q1 2017 in Review

Beach Investment Management sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 12,720 shares — an estimated $1.46M sold.

Beach Investment Management first reported a position in UPS in Q4 2014 and held it in 3 quarters. The position peaked at $1.87M in Q4 2014. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

  • Beach Investment Management reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
  • Beach Investment Management sold 12,720 United Parcel Service shares in Q1 2017, an estimated $1.46M.
  • Beach Investment Management first reported a position in United Parcel Service in Q4 2014 and held it in 3 quarters.
  • Beach Investment Management's United Parcel Service position peaked at $1.87M in Q4 2014.
  • 1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Beach Investment Management's 13F filing for Q1 2017, filed 5 May 2017.