FBT
UPS icon

Founders Bank & Trust’s United Parcel Service UPS Stock Holding History

Founders Bank & Trust’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
Q4 		$982K Sell
8,839
-99
-1% -$10.4K 0.52% 32
2014
Q3 		$878K Buy
8,938
+50
+0.6% +$4.97K 0.49% 33
2014
Q2 		$912K Buy
8,888
+93
+1% +$9.34K 0.51% 32
2014
Q1 		$857K Buy
8,795
+617
+8% +$60.1K 0.5% 32
2013
Q4 		$767K Buy
8,178
+421
+5% +$41.5K 0.44% 35
2013
Q3 		$709K Buy
7,757
+430
+6% +$37.8K 0.36% 36
2013
Q2 		$634K Buy
+7,327
New +$628K 0.34% 40

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Founders Bank & Trust's UPS Position: Q4 2014 in Review

Founders Bank & Trust reduced its United Parcel Service (UPS) stake by 1.1% in Q4 2014, selling an estimated $10.4K and leaving 8,839 shares worth $982K. The position accounts for 0.52% of the portfolio, ranked #32.

Founders Bank & Trust first reported a position in UPS in Q2 2013 and has held it in 7 quarters since. 1,167 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • Founders Bank & Trust held 8,839 shares of United Parcel Service worth $982K as of Q4 2014.
  • Founders Bank & Trust sold 99 United Parcel Service shares in Q4 2014, an estimated $10.4K.
  • United Parcel Service made up 0.52% of Founders Bank & Trust's portfolio in Q4 2014, its #32 holding.
  • Founders Bank & Trust first reported a position in United Parcel Service in Q2 2013 and has held it in 7 quarters since.
  • 1,167 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.