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Genesis Wealth Advisors’s United Parcel Service UPS Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$5.43K Hold
56
– – ﹤0.01% 400
2015
Q1 		$5.41K Hold
56
– – ﹤0.01% 382
2014
Q4 		$5.71K Buy
+56
New +$5.91K ﹤0.01% 412

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
Fidelity Investments
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Genesis Wealth Advisors's UPS Position: Q2 2015 in Review

Genesis Wealth Advisors held its United Parcel Service (UPS) position steady in Q2 2015 at 56 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Genesis Wealth Advisors first reported a position in UPS in Q4 2014 and has held it in 3 quarters since. The position peaked at $5.71K in Q4 2014. 1,156 funds tracked by Wall St. Rank hold UPS as of Q2 2015.

  • Genesis Wealth Advisors held 56 shares of United Parcel Service worth $5.43K as of Q2 2015.
  • Genesis Wealth Advisors left its United Parcel Service share count unchanged in Q2 2015.
  • United Parcel Service made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #400 holding.
  • Genesis Wealth Advisors first reported a position in United Parcel Service in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's United Parcel Service position peaked at $5.71K in Q4 2014.
  • 1,156 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.