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Brick & Kyle Associates’s United Parcel Service UPS Stock Holding History

Brick & Kyle Associates’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
-200
Closed -$21K – 341
2017
Q1 		$21K Hold
200
– – 0.02% 278
2016
Q4 		$23K Hold
200
– – 0.02% 262
2016
Q3 		$22K Hold
200
– – 0.02% 265
2016
Q2 		$22K Hold
200
– – 0.02% 256
2016
Q1 		$21K Hold
200
– – 0.02% 253
2015
Q4 		$19K Hold
200
– – 0.02% 263
2015
Q3 		$20K Hold
200
– – 0.02% 256
2015
Q2 		$19K Hold
200
– – 0.02% 292
2015
Q1 		$19K Hold
200
– – 0.02% 286
2014
Q4 		$22K Buy
+200
New +$21.1K 0.02% 259

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

Brick & Kyle Associates's UPS Position: Q2 2017 in Review

Brick & Kyle Associates sold out of United Parcel Service (UPS) in Q2 2017, closing a stake of 200 shares — an estimated $21K sold.

Brick & Kyle Associates first reported a position in UPS in Q4 2014 and held it in 10 quarters. The position peaked at $23K in Q4 2016. 1,276 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • Brick & Kyle Associates reported no remaining United Parcel Service position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 200 United Parcel Service shares in Q2 2017, an estimated $21K.
  • Brick & Kyle Associates first reported a position in United Parcel Service in Q4 2014 and held it in 10 quarters.
  • Brick & Kyle Associates's United Parcel Service position peaked at $23K in Q4 2016.
  • 1,276 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.