Bush ODonnell Investment Advisors’s United Parcel Service UPS Stock Holding History

Bush ODonnell Investment 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 Q4	–	Sell	-2,295	Closed	-$276K	–	46
2017 Q3	$276K	Sell	2,295 -1,000	-30%	-$114K	0.21%	46
2017 Q2	$364K	Hold	3,295	–	–	0.22%	46
2017 Q1	$354K	Hold	3,295	–	–	0.22%	46
2016 Q4	$378K	Hold	3,295	–	–	0.25%	42
2016 Q3	$360K	Hold	3,295	–	–	0.24%	42
2016 Q2	$355K	Hold	3,295	–	–	0.24%	42
2016 Q1	$348K	Hold	3,295	–	–	0.24%	40
2015 Q4	$317K	Hold	3,295	–	–	0.22%	39
2015 Q3	$325K	Sell	3,295 -205	-6%	-$20.2K	0.23%	35
2015 Q2	$339K	Hold	3,500	–	–	0.21%	35
2015 Q1	$339K	Hold	3,500	–	–	0.2%	37
2014 Q4	$389K	Hold	3,500	–	–	0.21%	35
2014 Q3	$344K	Hold	3,500	–	–	0.2%	37
2014 Q2	$359K	Hold	3,500	–	–	0.2%	43
2014 Q1	$341K	Hold	3,500	–	–	0.18%	42
2013 Q4	$368K	Hold	3,500	–	–	0.19%	39
2013 Q3	$320K	Hold	3,500	–	–	0.15%	43
2013 Q2	$303K	Buy	+3,500	New	+$300K	0.15%	43

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bush ODonnell Investment Advisors's UPS Position: Q4 2017 in Review

Bush ODonnell Investment Advisors sold out of United Parcel Service (UPS) in Q4 2017, closing a stake of 2,295 shares — an estimated $276K sold.

Bush ODonnell Investment Advisors first reported a position in UPS in Q2 2013 and held it in 18 quarters. The position peaked at $389K in Q4 2014. 1,430 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

Bush ODonnell Investment Advisors reported no remaining United Parcel Service position as of Q4 2017 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 2,295 United Parcel Service shares in Q4 2017, an estimated $276K.
Bush ODonnell Investment Advisors first reported a position in United Parcel Service in Q2 2013 and held it in 18 quarters.
Bush ODonnell Investment Advisors's United Parcel Service position peaked at $389K in Q4 2014.
1,430 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on Bush ODonnell Investment Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.