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

Guidant 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
2019 Q3	$25K	Buy	211 +1	+0.5%	+$114	0.01%	211
2019 Q2	$22K	Buy	210 +1	+0.5%	+$104	0.01%	221
2019 Q1	$23K	Buy	209 +2	+1%	+$212	0.01%	217
2018 Q4	$20K	Sell	207 -11	-5%	-$1.19K	0.01%	169
2018 Q3	$25K	Buy	218 +1	+0.5%	+$118	0.01%	110
2018 Q2	$23K	Buy	217 +9	+4%	+$1.01K	0.01%	108
2018 Q1	$21K	Buy	208 +8	+4%	+$925	0.01%	111
2017 Q4	$25K	Hold	200	–	–	0.01%	105
2017 Q3	$23K	Hold	200	–	–	0.02%	107
2017 Q2	$22K	Hold	200	–	–	0.01%	150
2017 Q1	$21K	Buy	200 +3	+2%	+$328	0.01%	137
2016 Q4	$23K	Sell	197 -1	-0.5%	-$113	0.01%	121
2016 Q3	$21K	Buy	+198	New	+$21.6K	0.01%	120

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

Guidant Wealth Advisors's UPS Position: Q3 2019 in Review

Guidant Wealth Advisors increased its United Parcel Service (UPS) stake by 0.48% in Q3 2019, buying an estimated $114 and bringing the position to 211 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #211.

Guidant Wealth Advisors first reported a position in UPS in Q3 2016 and has held it in 13 quarters since. 1,487 funds tracked by Wall St. Rank hold UPS as of Q3 2019.

Guidant Wealth Advisors held 211 shares of United Parcel Service worth $25K as of Q3 2019.
Guidant Wealth Advisors bought 1 United Parcel Service share in Q3 2019, an estimated $114.
United Parcel Service made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #211 holding.
Guidant Wealth Advisors first reported a position in United Parcel Service in Q3 2016 and has held it in 13 quarters since.
1,487 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.