Denver Investment Advisors’s United Parcel Service UPS Stock Holding History

Denver Investment 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
2018 Q1	–	Sell	-2,359	Closed	-$281K	–	439
2017 Q4	$281K	Buy	2,359 +99	+4%	+$11.6K	0.01%	386
2017 Q3	$271K	Buy	+2,260	New	+$257K	0.01%	394
2015 Q2	–	Sell	-2,810	Closed	-$272K	–	612
2015 Q1	$272K	Buy	2,810 +100	+4%	+$10.3K	0.01%	506
2014 Q4	$301K	Buy	2,710 +510	+23%	+$53.8K	0.01%	464
2014 Q3	$216K	Sell	2,200 -21	-0.9%	-$2.09K	0.01%	519
2014 Q2	$228K	Buy	+2,221	New	+$223K	0.01%	512

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Denver Investment Advisors's UPS Position: Q1 2018 in Review

Denver Investment Advisors sold out of United Parcel Service (UPS) in Q1 2018, closing a stake of 2,359 shares — an estimated $281K sold.

Denver Investment Advisors first reported a position in UPS in Q2 2014 and held it in 6 quarters. The position peaked at $301K in Q4 2014. 1,420 funds tracked by Wall St. Rank hold UPS as of Q1 2018.

Denver Investment Advisors reported no remaining United Parcel Service position as of Q1 2018 after selling out during the quarter.
Denver Investment Advisors sold 2,359 United Parcel Service shares in Q1 2018, an estimated $281K.
Denver Investment Advisors first reported a position in United Parcel Service in Q2 2014 and held it in 6 quarters.
Denver Investment Advisors's United Parcel Service position peaked at $301K in Q4 2014.
1,420 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.