FAM
Fiduciary Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $10.1M | Buy |
104,078
+101,773
| +4,415% | +$9.87M | 1.73% | 29 |
|
|
2014
Q4 | $256K | Hold |
2,305
| – | – | 0.04% | 76 |
|
|
2014
Q3 | $227K | Hold |
2,305
| – | – | 0.04% | 83 |
|
|
2014
Q2 | $237K | Hold |
2,305
| – | – | 0.05% | 84 |
|
|
2014
Q1 | $224K | Sell |
2,305
-500
| -18% | -$48.6K | 0.05% | 83 |
|
|
2013
Q4 | $295K | Hold |
2,805
| – | – | 0.07% | 70 |
|
|
2013
Q3 | $256K | Hold |
2,805
| – | – | 0.06% | 72 |
|
|
2013
Q2 | $243K | Buy |
+2,805
| New | +$243K | 0.05% | 77 |
|