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Catamount Wealth Management’s United Parcel Service UPS Stock Holding History

Catamount Wealth Management’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
-170
Closed -$18K – 194
2017
Q1 		$18K Buy
+170
New +$18.6K 0.01% 118

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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
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Catamount Wealth Management's UPS Position: Q2 2017 in Review

Catamount Wealth Management sold out of United Parcel Service (UPS) in Q2 2017, closing a stake of 170 shares — an estimated $18K sold.

Catamount Wealth Management first reported a position in UPS in Q1 2017 and held it in 1 quarter. The position peaked at $18K in Q1 2017. 1,276 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • Catamount Wealth Management reported no remaining United Parcel Service position as of Q2 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 170 United Parcel Service shares in Q2 2017, an estimated $18K.
  • Catamount Wealth Management first reported a position in United Parcel Service in Q1 2017 and held it in 1 quarter.
  • Catamount Wealth Management's United Parcel Service position peaked at $18K in Q1 2017.
  • 1,276 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on Catamount Wealth Management's 13F filing for Q2 2017, filed 4 Aug 2017.