Gupta Wealth Management’s United Parcel Service UPS Stock Holding History

Gupta Wealth Management’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
2016 Q1	$2.08M	Sell	19,723 -4,298	-18%	-$418K	0.49%	47
2015 Q4	$2.31M	Sell	24,021 -1,866	-7%	-$191K	0.59%	38
2015 Q3	$2.56M	Sell	25,887 -1,589	-6%	-$157K	0.62%	41
2015 Q2	$2.66M	Sell	27,476 -524	-2%	-$52.1K	0.65%	41
2015 Q1	$2.71M	Buy	+28,000	New	+$2.87M	0.8%	31

Other funds holding UPS

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's UPS Position: Q1 2016 in Review

Gupta Wealth Management reduced its United Parcel Service (UPS) stake by 18% in Q1 2016, selling an estimated $418K and leaving 19,723 shares worth $2.08M. The position accounts for 0.49% of the portfolio, ranked #47.

Gupta Wealth Management first reported a position in UPS in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.71M in Q1 2015. 1,226 funds tracked by Wall St. Rank hold UPS as of Q1 2016.

Gupta Wealth Management held 19,723 shares of United Parcel Service worth $2.08M as of Q1 2016.
Gupta Wealth Management sold 4,298 United Parcel Service shares in Q1 2016, an estimated $418K.
United Parcel Service made up 0.49% of Gupta Wealth Management's portfolio in Q1 2016, its #47 holding.
Gupta Wealth Management first reported a position in United Parcel Service in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's United Parcel Service position peaked at $2.71M in Q1 2015.
1,226 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.