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Independent Portfolio Consultants’s United Parcel Service UPS Stock Holding History

Independent Portfolio Consultants’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
Q2 		$861K Sell
7,783
-591
-7% -$63.2K 0.36% 74
2017
Q1 		$899K Sell
8,374
-35
-0.4% -$3.82K 0.31% 100
2016
Q4 		$964K Sell
8,409
-122
-1% -$13.7K 0.32% 97
2016
Q3 		$933K Sell
8,531
-235
-3% -$25.7K 0.29% 104
2016
Q2 		$944K Buy
8,766
+550
+7% +$57.2K 0.3% 98
2016
Q1 		$867K Buy
8,216
+9
+0.1% +$875 0.24% 127
2015
Q4 		$790K Sell
8,207
-4,645
-36% -$475K 0.23% 128
2015
Q3 		$1.27M Buy
12,852
+230
+2% +$22.7K 0.28% 112
2015
Q2 		$1.22M Buy
12,622
+1,815
+17% +$180K 0.24% 145
2015
Q1 		$1.05M Sell
10,807
-203
-2% -$20.8K 0.21% 150
2014
Q4 		$1.22M Buy
11,010
+5,415
+97% +$571K 0.25% 139
2014
Q3 		$550K Buy
5,595
+1,725
+45% +$171K 0.15% 202
2014
Q2 		$397K Hold
3,870
– – 0.11% 320
2014
Q1 		$376K Sell
3,870
-1,125
-23% -$110K 0.12% 320
2013
Q4 		$525K Buy
4,995
+1,125
+29% +$111K 0.18% 211
2013
Q3 		$354K Hold
3,870
– – 0.14% 316
2013
Q2 		$335K Buy
+3,870
New +$332K 0.15% 301

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Independent Portfolio Consultants's UPS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its United Parcel Service (UPS) stake by 7.1% in Q2 2017, selling an estimated $63.2K and leaving 7,783 shares worth $861K. The position accounts for 0.36% of the portfolio, ranked #74.

Independent Portfolio Consultants first reported a position in UPS in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.27M in Q3 2015. 1,277 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • Independent Portfolio Consultants held 7,783 shares of United Parcel Service worth $861K as of Q2 2017.
  • Independent Portfolio Consultants sold 591 United Parcel Service shares in Q2 2017, an estimated $63.2K.
  • United Parcel Service made up 0.36% of Independent Portfolio Consultants's portfolio in Q2 2017, its #74 holding.
  • Independent Portfolio Consultants first reported a position in United Parcel Service in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's United Parcel Service position peaked at $1.27M in Q3 2015.
  • 1,277 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.