EWM
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Elite Wealth Management’s United Parcel Service UPS Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-250
Closed -$3K – 651
2013
Q4 		$3K Buy
+250
New +$24.6K ﹤0.01% 593

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Elite Wealth Management's UPS Position: Q1 2015 in Review

Elite Wealth Management sold out of United Parcel Service (UPS) in Q1 2015, closing a stake of 8,819 shares — an estimated $980K sold.

Elite Wealth Management first reported a position in UPS in Q3 2013 and held it in 6 quarters. The position peaked at $1.27M in Q1 2014. 1,154 funds tracked by Wall St. Rank hold UPS as of Q1 2015.

  • Elite Wealth Management reported no remaining United Parcel Service position as of Q1 2015 after selling out during the quarter.
  • Elite Wealth Management sold 8,819 United Parcel Service shares in Q1 2015, an estimated $980K.
  • Elite Wealth Management first reported a position in United Parcel Service in Q3 2013 and held it in 6 quarters.
  • Elite Wealth Management's United Parcel Service position peaked at $1.27M in Q1 2014.
  • 1,154 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2015.

Based on Elite Wealth Management's 13F filing for Q1 2015, filed 13 Oct 2016.