CWSR
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Chessman Wealth Strategies RIA’s United Parcel Service UPS Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-45
Closed -$5K – 164
2018
Q3 		$5K Buy
+45
New +$5.3K ﹤0.01% 157

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chessman Wealth Strategies RIA's UPS Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of United Parcel Service (UPS) in Q4 2018, closing a stake of 45 shares — an estimated $5K sold.

Chessman Wealth Strategies RIA first reported a position in UPS in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 1,432 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining United Parcel Service position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 45 United Parcel Service shares in Q4 2018, an estimated $5K.
  • Chessman Wealth Strategies RIA first reported a position in United Parcel Service in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's United Parcel Service position peaked at $5K in Q3 2018.
  • 1,432 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.