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Domani Wealth’s United Parcel Service UPS Stock Holding History

Domani Wealth’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
2016
Q4 		– Sell
-1,997
Closed -$218K – 115
2016
Q3 		$218K Sell
1,997
-559
-22% -$61.1K 0.08% 110
2016
Q2 		$275K Sell
2,556
-302
-11% -$31.4K 0.11% 92
2016
Q1 		$301K Buy
2,858
+135
+5% +$13.1K 0.11% 97
2015
Q4 		$262K Buy
2,723
+398
+17% +$40.7K 0.1% 102
2015
Q3 		$229K Buy
2,325
+90
+4% +$8.89K 0.12% 89
2015
Q2 		$217K Buy
2,235
+2,028
+980% +$201K 0.12% 86
2015
Q1 		$2.14K Buy
+207
New +$21.2K 0.03% 91

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Domani Wealth's UPS Position: Q4 2016 in Review

Domani Wealth sold out of United Parcel Service (UPS) in Q4 2016, closing a stake of 1,997 shares — an estimated $218K sold.

Domani Wealth first reported a position in UPS in Q1 2015 and held it in 7 quarters. The position peaked at $301K in Q1 2016. 1,317 funds tracked by Wall St. Rank hold UPS as of Q4 2016.

  • Domani Wealth reported no remaining United Parcel Service position as of Q4 2016 after selling out during the quarter.
  • Domani Wealth sold 1,997 United Parcel Service shares in Q4 2016, an estimated $218K.
  • Domani Wealth first reported a position in United Parcel Service in Q1 2015 and held it in 7 quarters.
  • Domani Wealth's United Parcel Service position peaked at $301K in Q1 2016.
  • 1,317 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2016.

Based on Domani Wealth's 13F filing for Q4 2016, filed 3 Feb 2017.