Index Management Solutions’s United Parcel Service UPS Stock Holding History

Index Management Solutions’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
2015 Q3	$48K	Sell	484 -430	-47%	-$42.5K	0.05%	192
2015 Q2	$89K	Buy	914 +435	+91%	+$43.2K	0.08%	106
2015 Q1	$46K	Sell	479 -242	-34%	-$24.8K	0.03%	138
2014 Q4	$80K	Buy	721 +291	+68%	+$30.7K	0.01%	280
2014 Q3	$42K	Buy	430 +35	+9%	+$3.48K	﹤0.01%	875
2014 Q2	$41K	Sell	395 -101	-20%	-$10.1K	0.01%	835
2014 Q1	$48K	Sell	496 -370	-43%	-$36.1K	0.01%	850
2013 Q4	$91K	Buy	866 +206	+31%	+$20.3K	0.02%	221
2013 Q3	$60K	Buy	+660	New	+$58K	0.02%	361

Other funds holding UPS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

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

Index Management Solutions's UPS Position: Q3 2015 in Review

Index Management Solutions reduced its United Parcel Service (UPS) stake by 47% in Q3 2015, selling an estimated $42.5K and leaving 484 shares worth $48K. The position accounts for 0.05% of the portfolio, ranked #192.

Index Management Solutions first reported a position in UPS in Q3 2013 and has held it in 9 quarters since. The position peaked at $91K in Q4 2013. 1,162 funds tracked by Wall St. Rank hold UPS as of Q3 2015.

Index Management Solutions held 484 shares of United Parcel Service worth $48K as of Q3 2015.
Index Management Solutions sold 430 United Parcel Service shares in Q3 2015, an estimated $42.5K.
United Parcel Service made up 0.05% of Index Management Solutions's portfolio in Q3 2015, its #192 holding.
Index Management Solutions first reported a position in United Parcel Service in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's United Parcel Service position peaked at $91K in Q4 2013.
1,162 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.