EisnerAmper Wealth Management Corporate Benefits’s United Parcel Service UPS Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015 Q4	–	Sell	-6,952	Closed	-$686K	–	70
2015 Q3	$686K	Buy	6,952 +573	+9%	+$56.6K	0.48%	47
2015 Q2	$618K	Sell	6,379 -232	-4%	-$23.1K	0.48%	39
2015 Q1	$641K	Buy	6,611 +325	+5%	+$33.3K	0.49%	48
2014 Q4	$698K	Buy	+6,286	New	+$663K	0.55%	31

Other funds holding UPS

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

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

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

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

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

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

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

EisnerAmper Wealth Management Corporate Benefits's UPS Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of United Parcel Service (UPS) in Q4 2015, closing a stake of 6,952 shares — an estimated $686K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in UPS in Q4 2014 and held it in 4 quarters. The position peaked at $698K in Q4 2014. 1,218 funds tracked by Wall St. Rank hold UPS as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining United Parcel Service position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 6,952 United Parcel Service shares in Q4 2015, an estimated $686K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in United Parcel Service in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's United Parcel Service position peaked at $698K in Q4 2014.
1,218 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.