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Chelsea Counsel Company’s United Parcel Service UPS Stock Holding History

Chelsea Counsel Company’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
2014
Q4 		– Sell
-2,699
Closed -$265K – 141
2014
Q3 		$265K Buy
+2,699
New +$268K 0.05% 113

Other funds holding UPS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Chelsea Counsel Company's UPS Position: Q4 2014 in Review

Chelsea Counsel Company sold out of United Parcel Service (UPS) in Q4 2014, closing a stake of 2,699 shares — an estimated $265K sold.

Chelsea Counsel Company first reported a position in UPS in Q3 2014 and held it in 1 quarter. The position peaked at $265K in Q3 2014. 1,166 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • Chelsea Counsel Company reported no remaining United Parcel Service position as of Q4 2014 after selling out during the quarter.
  • Chelsea Counsel Company sold 2,699 United Parcel Service shares in Q4 2014, an estimated $265K.
  • Chelsea Counsel Company first reported a position in United Parcel Service in Q3 2014 and held it in 1 quarter.
  • Chelsea Counsel Company's United Parcel Service position peaked at $265K in Q3 2014.
  • 1,166 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

Based on Chelsea Counsel Company's 13F filing for Q4 2014, filed 29 May 2015.