Camarda Financial Advisors’s United Parcel Service UPS Stock Holding History

Camarda Financial 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
2019 Q3	–	Sell	-90	Closed	-$9K	–	437
2019 Q2	$9K	Sell	90 -3,110	-97%	-$323K	0.02%	161
2019 Q1	$358K	Sell	3,200 -28	-0.9%	-$2.97K	0.68%	30
2018 Q4	$315K	Buy	3,228 +28	+0.9%	+$3.04K	0.37%	33
2018 Q3	$374K	Buy	3,200 +1,000	+45%	+$118K	0.42%	42
2018 Q2	$234K	Hold	2,200	–	–	0.25%	64
2018 Q1	$230K	Hold	2,200	–	–	0.24%	64
2017 Q4	$262K	Sell	2,200 -192	-8%	-$22.6K	0.31%	59
2017 Q3	$287K	Sell	2,392 -74	-3%	-$8.41K	0.31%	67
2017 Q2	$273K	Buy	+2,466	New	+$264K	0.29%	68

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Camarda Financial Advisors's UPS Position: Q3 2019 in Review

Camarda Financial Advisors sold out of United Parcel Service (UPS) in Q3 2019, closing a stake of 90 shares — an estimated $9K sold.

Camarda Financial Advisors first reported a position in UPS in Q2 2017 and held it in 9 quarters. The position peaked at $374K in Q3 2018. 1,488 funds tracked by Wall St. Rank hold UPS as of Q3 2019.

Camarda Financial Advisors reported no remaining United Parcel Service position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 90 United Parcel Service shares in Q3 2019, an estimated $9K.
Camarda Financial Advisors first reported a position in United Parcel Service in Q2 2017 and held it in 9 quarters.
Camarda Financial Advisors's United Parcel Service position peaked at $374K in Q3 2018.
1,488 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.