Investors Capital Advisory Services’s United Parcel Service UPS Stock Holding History

Investors Capital Advisory Services’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 Q2	$500K	Sell	4,648 -41	-0.9%	-$4.27K	0.1%	274
2016 Q1	$494K	Buy	4,689 +798	+21%	+$77.6K	0.1%	272
2015 Q4	$374K	Buy	3,891 +100	+3%	+$10.2K	0.07%	377
2015 Q3	$374K	Sell	3,791 -144	-4%	-$14.2K	0.08%	371
2015 Q2	$381K	Sell	3,935 -187	-5%	-$18.6K	0.07%	395
2015 Q1	$399K	Sell	4,122 -301	-7%	-$30.9K	0.07%	372
2014 Q4	$491K	Sell	4,423 -1,506	-25%	-$159K	0.09%	305
2014 Q3	$582K	Sell	5,929 -205	-3%	-$20.4K	0.11%	257
2014 Q2	$629K	Sell	6,134 -1,058	-15%	-$106K	0.1%	295
2014 Q1	$700K	Buy	7,192 +2,867	+66%	+$279K	0.15%	206
2013 Q4	$454K	Sell	4,325 -885	-17%	-$87.2K	0.11%	281
2013 Q3	$476K	Buy	5,210 +1,288	+33%	+$113K	0.12%	252
2013 Q2	$339K	Buy	+3,922	New	+$336K	0.1%	278

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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investors Capital Advisory Services's UPS Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its United Parcel Service (UPS) stake by 0.87% in Q2 2016, selling an estimated $4.27K and leaving 4,648 shares worth $500K. The position accounts for 0.1% of the portfolio, ranked #274.

Investors Capital Advisory Services first reported a position in UPS in Q2 2013 and has held it in 13 quarters since. The position peaked at $700K in Q1 2014. 1,228 funds tracked by Wall St. Rank hold UPS as of Q2 2016.

Investors Capital Advisory Services held 4,648 shares of United Parcel Service worth $500K as of Q2 2016.
Investors Capital Advisory Services sold 41 United Parcel Service shares in Q2 2016, an estimated $4.27K.
United Parcel Service made up 0.1% of Investors Capital Advisory Services's portfolio in Q2 2016, its #274 holding.
Investors Capital Advisory Services first reported a position in United Parcel Service in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's United Parcel Service position peaked at $700K in Q1 2014.
1,228 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.