HWP
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Hefty Wealth Partners’s United Parcel Service UPS Stock Holding History

Hefty Wealth Partners’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
2017
Q1 		– Sell
-9,242
Closed -$1.06M – 268
2016
Q4 		$1.06M Buy
+9,242
New +$1.04M 0.89% 37

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Bank of America
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Hefty Wealth Partners's UPS Position: Q1 2017 in Review

Hefty Wealth Partners sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 9,242 shares — an estimated $1.06M sold.

Hefty Wealth Partners first reported a position in UPS in Q4 2016 and held it in 1 quarter. The position peaked at $1.06M in Q4 2016. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

  • Hefty Wealth Partners reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 9,242 United Parcel Service shares in Q1 2017, an estimated $1.06M.
  • Hefty Wealth Partners first reported a position in United Parcel Service in Q4 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's United Parcel Service position peaked at $1.06M in Q4 2016.
  • 1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.