Cornerstone Financial Partners’s United Parcel Service UPS Stock Holding History

Cornerstone Financial Partners’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 Q4	$933K	Buy	7,800 +4,909	+170%	+$577K	0.3%	59
2017 Q3	$348K	Buy	2,891 +551	+24%	+$62.6K	0.13%	89
2017 Q2	$260K	Sell	2,340 -777	-25%	-$83.1K	0.1%	105
2017 Q1	$333K	Sell	3,117 -109	-3%	-$11.9K	0.11%	115
2016 Q4	$371K	Sell	3,226 -377	-10%	-$42.5K	0.12%	118
2016 Q3	$393K	Buy	3,603 +570	+19%	+$62.3K	0.14%	109
2016 Q2	$323K	Sell	3,033 -548	-15%	-$57K	0.11%	121
2016 Q1	$374K	Sell	3,581 -4,010	-53%	-$390K	0.14%	114
2015 Q4	$737K	Buy	+7,591	New	+$775K	0.27%	93

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Financial Partners's UPS Position: Q4 2017 in Review

Cornerstone Financial Partners increased its United Parcel Service (UPS) stake by 170% in Q4 2017, buying an estimated $577K and bringing the position to 7,800 shares worth $933K. The position accounts for 0.3% of the portfolio, ranked #59.

Cornerstone Financial Partners first reported a position in UPS in Q4 2015 and has held it in 9 quarters since. 1,430 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

Cornerstone Financial Partners held 7,800 shares of United Parcel Service worth $933K as of Q4 2017.
Cornerstone Financial Partners bought 4,909 United Parcel Service shares in Q4 2017, an estimated $577K.
United Parcel Service made up 0.3% of Cornerstone Financial Partners's portfolio in Q4 2017, its #59 holding.
Cornerstone Financial Partners first reported a position in United Parcel Service in Q4 2015 and has held it in 9 quarters since.
1,430 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.