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 $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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. 1,431 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.
  • 1,431 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.