First Western Capital Management’s United Parcel Service UPS Stock Holding History

First Western Capital 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
2017 Q1	–	Sell	-34,766	Closed	-$3.99M	–	88
2016 Q4	$3.99M	Sell	34,766 -1,257	-3%	-$142K	2.16%	12
2016 Q3	$3.94M	Sell	36,023 -1,483	-4%	-$162K	1.54%	23
2016 Q2	$4.04M	Sell	37,506 -574	-2%	-$59.7K	1.48%	22
2016 Q1	$4.02M	Sell	38,080 -481	-1%	-$46.7K	1.42%	28
2015 Q4	$3.71M	Buy	38,561 +267	+0.7%	+$27.3K	1.16%	34
2015 Q3	$3.78M	Buy	38,294 +4,319	+13%	+$427K	1.26%	27
2015 Q2	$3.29M	Sell	33,975 -4,313	-11%	-$429K	1.06%	39
2015 Q1	$3.71M	Sell	38,288 -2,562	-6%	-$263K	1.11%	32
2014 Q4	$4.54M	Buy	40,850 +75	+0.2%	+$7.91K	1.34%	22
2014 Q3	$4.01M	Buy	40,775 +22	+0.1%	+$2.19K	1.19%	29
2014 Q2	$4.18M	Buy	40,753 +240	+0.6%	+$24.1K	1.38%	25
2014 Q1	$3.94M	Buy	40,513 +795	+2%	+$77.5K	1.39%	24
2013 Q4	$4.17M	Buy	+39,718	New	+$3.91M	1.45%	18

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Western Capital Management's UPS Position: Q1 2017 in Review

First Western Capital Management sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 34,766 shares — an estimated $3.99M sold.

First Western Capital Management first reported a position in UPS in Q4 2013 and held it in 13 quarters. The position peaked at $4.54M in Q4 2014. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

First Western Capital Management reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
First Western Capital Management sold 34,766 United Parcel Service shares in Q1 2017, an estimated $3.99M.
First Western Capital Management first reported a position in United Parcel Service in Q4 2013 and held it in 13 quarters.
First Western Capital Management's United Parcel Service position peaked at $4.54M in Q4 2014.
1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on First Western Capital Management's 13F filing for Q1 2017, filed 26 Apr 2017.