HRIA
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Haberer Registered Investment Advisor’s United Parcel Service UPS Stock Holding History

Haberer Registered Investment Advisor’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 		– Sell
-3
Closed – – 373
2014
Q3 		$0 Hold
3
– – ﹤0.01% 420
2014
Q2 		$0 Hold
3
– – ﹤0.01% 432
2014
Q1 		$0 Hold
3
– – ﹤0.01% 440
2013
Q4 		$0 Hold
3
– – ﹤0.01% 451
2013
Q3 		$0 Hold
3
– – ﹤0.01% 508
2013
Q2 		$0 Buy
+3
New +$257 ﹤0.01% 491

Other funds holding UPS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Haberer Registered Investment Advisor's UPS Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of United Parcel Service (UPS) in Q4 2014, closing a stake of 3 shares.

Haberer Registered Investment Advisor first reported a position in UPS in Q2 2013 and held it in 6 quarters. The position peaked at $0 in Q3 2014. 1,166 funds tracked by Wall St. Rank hold UPS as of Q4 2014.

  • Haberer Registered Investment Advisor reported no remaining United Parcel Service position as of Q4 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 3 United Parcel Service shares in Q4 2014.
  • Haberer Registered Investment Advisor first reported a position in United Parcel Service in Q2 2013 and held it in 6 quarters.
  • Haberer Registered Investment Advisor's United Parcel Service position peaked at $0 in Q3 2014.
  • 1,166 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.