Guardian Investor Services’s United Parcel Service UPS Stock Holding History

Guardian Investor 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
2015 Q1	$465K	Sell	4,800 -23	-0.5%	-$2.36K	0.37%	65
2014 Q4	$536K	Sell	4,823 -175	-4%	-$18.5K	0.42%	55
2014 Q3	$491K	Sell	4,998 -288	-5%	-$28.6K	0.4%	56
2014 Q2	$543K	Sell	5,286 -226	-4%	-$22.7K	0.42%	53
2014 Q1	$537K	Sell	5,512 -277	-5%	-$27K	0.42%	54
2013 Q4	$608K	Buy	5,789 +96	+2%	+$9.46K	0.46%	49
2013 Q3	$520K	Sell	5,693 -116	-2%	-$10.2K	0.43%	56
2013 Q2	$502K	Buy	+5,809	New	+$498K	0.43%	53

Other funds holding UPS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Guardian Investor Services's UPS Position: Q1 2015 in Review

Guardian Investor Services reduced its United Parcel Service (UPS) stake by 0.48% in Q1 2015, selling an estimated $2.36K and leaving 4,800 shares worth $465K. The position accounts for 0.37% of the portfolio, ranked #65.

Guardian Investor Services first reported a position in UPS in Q2 2013 and has held it in 8 quarters since. The position peaked at $608K in Q4 2013. 1,155 funds tracked by Wall St. Rank hold UPS as of Q1 2015.

Guardian Investor Services held 4,800 shares of United Parcel Service worth $465K as of Q1 2015.
Guardian Investor Services sold 23 United Parcel Service shares in Q1 2015, an estimated $2.36K.
United Parcel Service made up 0.37% of Guardian Investor Services's portfolio in Q1 2015, its #65 holding.
Guardian Investor Services first reported a position in United Parcel Service in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's United Parcel Service position peaked at $608K in Q4 2013.
1,155 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.