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Bellwether Investment Group’s United Parcel Service UPS Stock Holding History

Bellwether Investment Group’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
-287
Closed -$31K – 589
2017
Q1 		$31K Sell
287
-843
-75% -$92.1K 0.08% 218
2016
Q4 		$130K Buy
+1,130
New +$127K 0.12% 181
2016
Q2 		$65K Buy
+607
New +$63.2K 0.07% 215

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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

Bellwether Investment Group's UPS Position: Q2 2017 in Review

Bellwether Investment Group sold out of United Parcel Service (UPS) in Q2 2017, closing a stake of 287 shares — an estimated $31K sold.

Bellwether Investment Group first reported a position in UPS in Q2 2016 and held it in 3 quarters. The position peaked at $130K in Q4 2016. 1,276 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • Bellwether Investment Group reported no remaining United Parcel Service position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 287 United Parcel Service shares in Q2 2017, an estimated $31K.
  • Bellwether Investment Group first reported a position in United Parcel Service in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's United Parcel Service position peaked at $130K in Q4 2016.
  • 1,276 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.