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Delphi Private Advisors’s United Parcel Service UPS Stock Holding History

Delphi Private Advisors’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
Q3 		– Sell
-227
Closed -$24K – 106
2017
Q2 		$24K Buy
+227
New +$24.3K 0.05% 65
2017
Q1 		– Sell
-76
Closed -$9K – 286
2016
Q4 		$9K Sell
76
-19
-20% -$2.14K 0.02% 110
2016
Q3 		$10K Sell
95
-131
-58% -$14.3K 0.02% 115
2016
Q2 		$24K Sell
226
-1
-0.4% -$104 0.04% 78
2016
Q1 		$24K Sell
227
-30
-12% -$2.92K 0.04% 85
2015
Q4 		$25K Buy
+257
New +$26.3K 0.04% 90

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Delphi Private Advisors's UPS Position: Q3 2017 in Review

Delphi Private Advisors sold out of United Parcel Service (UPS) in Q3 2017, closing a stake of 227 shares — an estimated $24K sold.

Delphi Private Advisors first reported a position in UPS in Q4 2015 and held it in 6 quarters. The position peaked at $25K in Q4 2015. 1,300 funds tracked by Wall St. Rank hold UPS as of Q3 2017.

  • Delphi Private Advisors reported no remaining United Parcel Service position as of Q3 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 227 United Parcel Service shares in Q3 2017, an estimated $24K.
  • Delphi Private Advisors first reported a position in United Parcel Service in Q4 2015 and held it in 6 quarters.
  • Delphi Private Advisors's United Parcel Service position peaked at $25K in Q4 2015.
  • 1,300 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.