British Steel Pension Fund’s United Parcel Service UPS Stock Holding History

British Steel Pension Fund’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	-16,849	Closed	-$1.93M	–	213
2016 Q4	$1.93M	Hold	16,849	–	–	0.24%	104
2016 Q3	$1.84M	Buy	16,849 +2,000	+13%	+$218K	0.24%	103
2016 Q2	$1.6M	Sell	14,849 -11,248	-43%	-$1.17M	0.22%	103
2016 Q1	$2.75M	Sell	26,097 -1,743	-6%	-$169K	0.28%	104
2015 Q4	$2.68M	Buy	+27,840	New	+$2.84M	0.27%	117
2015 Q2	$1.51M	Sell	15,572 -29,000	-65%	-$2.88M	0.14%	174
2015 Q1	$4.32M	Hold	44,572	–	–	0.42%	67
2014 Q4	$4.96M	Buy	44,572 +18,000	+68%	+$1.9M	0.48%	64
2014 Q3	$2.61M	Sell	26,572 -21,997	-45%	-$2.19M	0.26%	126
2014 Q2	$4.99M	Hold	48,569	–	–	0.47%	61
2014 Q1	$4.73M	Sell	48,569 -3,383	-7%	-$330K	0.47%	58
2013 Q4	$5.46M	Sell	51,952 -3,352	-6%	-$330K	0.53%	52
2013 Q3	$5.05M	Sell	55,304 -3,504	-6%	-$308K	0.52%	54
2013 Q2	$5.09M	Buy	+58,808	New	+$5.04M	0.52%	55

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

British Steel Pension Fund's UPS Position: Q1 2017 in Review

British Steel Pension Fund sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 16,849 shares — an estimated $1.93M sold.

British Steel Pension Fund first reported a position in UPS in Q2 2013 and held it in 14 quarters. The position peaked at $5.46M in Q4 2013. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

British Steel Pension Fund reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
British Steel Pension Fund sold 16,849 United Parcel Service shares in Q1 2017, an estimated $1.93M.
British Steel Pension Fund first reported a position in United Parcel Service in Q2 2013 and held it in 14 quarters.
British Steel Pension Fund's United Parcel Service position peaked at $5.46M in Q4 2013.
1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on British Steel Pension Fund's 13F filing for Q1 2017, filed 16 May 2017.