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Burt Wealth Advisors’s United Parcel Service UPS Stock Holding History

Burt Wealth Advisors’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
-77
Closed -$9K – 391
2016
Q4 		$9K Sell
77
-50
-39% -$5.63K 0.01% 288
2016
Q3 		$13K Hold
127
– – 0.01% 251
2016
Q2 		$13K Sell
127
-50
-28% -$5.2K 0.01% 252
2016
Q1 		$19K Hold
177
– – 0.02% 252
2015
Q4 		$17K Hold
177
– – 0.01% 226
2015
Q3 		$17K Sell
177
-43
-20% -$4.25K 0.02% 201
2015
Q2 		$21K Buy
220
+100
+83% +$9.94K 0.02% 204
2015
Q1 		$11K Hold
120
– – 0.01% 236
2014
Q4 		$13K Buy
+120
New +$12.7K 0.01% 214

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

Burt Wealth Advisors's UPS Position: Q1 2017 in Review

Burt Wealth Advisors sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 77 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in UPS in Q4 2014 and held it in 9 quarters. The position peaked at $21K in Q2 2015. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

  • Burt Wealth Advisors reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 77 United Parcel Service shares in Q1 2017, an estimated $9K.
  • Burt Wealth Advisors first reported a position in United Parcel Service in Q4 2014 and held it in 9 quarters.
  • Burt Wealth Advisors's United Parcel Service position peaked at $21K in Q2 2015.
  • 1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.