Gary Goldberg Planning Services’s United Parcel Service UPS Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$58K	Buy	523 +2	+0.4%	+$211	0.02%	197
2014 Q3	$51K	Buy	521 +1	+0.2%	+$99	0.02%	222
2014 Q2	$53K	Sell	520 -148	-22%	-$14.9K	0.02%	213
2014 Q1	$65K	Buy	668 +151	+29%	+$14.7K	0.03%	196
2013 Q4	$54K	Buy	517 +2	+0.4%	+$197	0.03%	196
2013 Q3	$47K	Buy	515 +1	+0.2%	+$88	0.03%	204
2013 Q2	$44K	Buy	+514	New	+$44.1K	0.03%	198

Other funds holding UPS

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Gary Goldberg Planning Services's UPS Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its United Parcel Service (UPS) stake by 0.38% in Q4 2014, buying an estimated $211 and bringing the position to 523 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #197.

Gary Goldberg Planning Services first reported a position in UPS in Q2 2013 and has held it in 7 quarters since. The position peaked at $65K in Q1 2014. 1,166 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

Gary Goldberg Planning Services held 523 shares of United Parcel Service worth $58K as of Q4 2014.
Gary Goldberg Planning Services bought 2 United Parcel Service shares in Q4 2014, an estimated $211.
United Parcel Service made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #197 holding.
Gary Goldberg Planning Services first reported a position in United Parcel Service in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's United Parcel Service position peaked at $65K in Q1 2014.
1,166 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.