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FirstMerit Bank N.A. Trustee’s United Parcel Service UPS Stock Holding History

FirstMerit Bank N.A. Trustee’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
2016
Q2 		$425K Buy
3,944
+284
+8% +$29.6K 0.03% 224
2016
Q1 		$386K Sell
3,660
-1,008
-22% -$98K 0.03% 226
2015
Q4 		$449K Sell
4,668
-696
-13% -$71.1K 0.04% 211
2015
Q3 		$529K Sell
5,364
-146
-3% -$14.4K 0.05% 194
2015
Q2 		$534K Buy
5,510
+540
+11% +$53.7K 0.04% 199
2015
Q1 		$481K Sell
4,970
-2,652
-35% -$272K 0.04% 218
2014
Q4 		$847K Sell
7,622
-890
-10% -$93.9K 0.07% 162
2014
Q3 		$837K Hold
8,512
– – 0.07% 159
2014
Q2 		$874K Sell
8,512
-20
-0.2% -$2.01K 0.07% 156
2014
Q1 		$830K Buy
8,532
+258
+3% +$25.1K 0.07% 156
2013
Q4 		$870K Sell
8,274
-1,205
-13% -$119K 0.08% 149
2013
Q3 		$866K Buy
9,479
+796
+9% +$70K 0.08% 144
2013
Q2 		$751K Buy
+8,683
New +$745K 0.07% 143

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
Bank of America
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's UPS Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee increased its United Parcel Service (UPS) stake by 7.8% in Q2 2016, buying an estimated $29.6K and bringing the position to 3,944 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #224.

FirstMerit Bank N.A. Trustee first reported a position in UPS in Q2 2013 and has held it in 13 quarters since. The position peaked at $874K in Q2 2014. 1,228 funds tracked by Wall St. Rank hold UPS as of Q2 2016.

  • FirstMerit Bank N.A. Trustee held 3,944 shares of United Parcel Service worth $425K as of Q2 2016.
  • FirstMerit Bank N.A. Trustee bought 284 United Parcel Service shares in Q2 2016, an estimated $29.6K.
  • United Parcel Service made up 0.03% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #224 holding.
  • FirstMerit Bank N.A. Trustee first reported a position in United Parcel Service in Q2 2013 and has held it in 13 quarters since.
  • FirstMerit Bank N.A. Trustee's United Parcel Service position peaked at $874K in Q2 2014.
  • 1,228 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.