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Fusion Family Wealth’s United Parcel Service UPS Stock Holding History

Fusion Family Wealth’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
Q2 		– Sell
-20
Closed -$2K – 321
2017
Q1 		$2K Sell
20
-137
-87% -$15K ﹤0.01% 276
2016
Q4 		$17K Buy
+157
New +$17.7K 0.01% 203

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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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fusion Family Wealth's UPS Position: Q2 2017 in Review

Fusion Family Wealth sold out of United Parcel Service (UPS) in Q2 2017, closing a stake of 20 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in UPS in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q4 2016. 1,276 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • Fusion Family Wealth reported no remaining United Parcel Service position as of Q2 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 20 United Parcel Service shares in Q2 2017, an estimated $2K.
  • Fusion Family Wealth first reported a position in United Parcel Service in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's United Parcel Service position peaked at $17K in Q4 2016.
  • 1,276 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.