FIAS
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FinTrust Investment Advisory Services’s United Parcel Service UPS Stock Holding History

FinTrust Investment Advisory Services’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 		$232K Buy
2,214
+206
+10% +$23.8K 0.21% 100
2017
Q4 		$239K Buy
2,008
+210
+12% +$24.7K 0.21% 97
2017
Q3 		$216K Buy
+1,798
New +$204K 0.21% 101

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

FinTrust Investment Advisory Services's UPS Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its United Parcel Service (UPS) stake by 10% in Q1 2018, buying an estimated $23.8K and bringing the position to 2,214 shares worth $232K. The position accounts for 0.21% of the portfolio, ranked #100.

FinTrust Investment Advisory Services first reported a position in UPS in Q3 2017 and has held it in 3 quarters since. The position peaked at $239K in Q4 2017. 1,420 funds tracked by Wall St. Rank hold UPS as of Q1 2018.

  • FinTrust Investment Advisory Services held 2,214 shares of United Parcel Service worth $232K as of Q1 2018.
  • FinTrust Investment Advisory Services bought 206 United Parcel Service shares in Q1 2018, an estimated $23.8K.
  • United Parcel Service made up 0.21% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #100 holding.
  • FinTrust Investment Advisory Services first reported a position in United Parcel Service in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's United Parcel Service position peaked at $239K in Q4 2017.
  • 1,420 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.