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Ironwood Investment Management’s United Parcel Service UPS Stock Holding History

Ironwood Investment Management’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
Q1 		– Sell
-2,086
Closed -$201K – 170
2015
Q4 		$201K Buy
+2,086
New +$213K 0.08% 153

Other funds holding UPS

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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Ironwood Investment Management's UPS Position: Q1 2016 in Review

Ironwood Investment Management sold out of United Parcel Service (UPS) in Q1 2016, closing a stake of 2,086 shares — an estimated $201K sold.

Ironwood Investment Management first reported a position in UPS in Q4 2015 and held it in 1 quarter. The position peaked at $201K in Q4 2015. 1,225 funds tracked by Wall St. Rank hold UPS as of Q1 2016.

  • Ironwood Investment Management reported no remaining United Parcel Service position as of Q1 2016 after selling out during the quarter.
  • Ironwood Investment Management sold 2,086 United Parcel Service shares in Q1 2016, an estimated $201K.
  • Ironwood Investment Management first reported a position in United Parcel Service in Q4 2015 and held it in 1 quarter.
  • Ironwood Investment Management's United Parcel Service position peaked at $201K in Q4 2015.
  • 1,225 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2016.

Based on Ironwood Investment Management's 13F filing for Q1 2016, filed 6 May 2016.