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Kanaly Trust’s United Parcel Service UPS Stock Holding History

Kanaly Trust’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
Q4 		$179K Buy
1,559
+200
+15% +$22.5K 0.04% 156
2016
Q3 		$149K Hold
1,359
– – 0.03% 171
2016
Q2 		$146K Buy
1,359
+17
+1% +$1.77K 0.03% 176
2016
Q1 		$142K Sell
1,342
-109
-8% -$10.6K 0.03% 173
2015
Q4 		$140K Sell
1,451
-15
-1% -$1.53K 0.03% 170
2015
Q3 		$145K Sell
1,466
-43
-3% -$4.25K 0.03% 164
2015
Q2 		$146K Buy
1,509
+185
+14% +$18.4K 0.03% 179
2015
Q1 		$128K Buy
1,324
+541
+69% +$55.5K 0.03% 190
2014
Q4 		$87K Sell
783
-292
-27% -$30.8K 0.02% 233
2014
Q3 		$106K Hold
1,075
– – 0.02% 226
2014
Q2 		$110K Sell
1,075
-486
-31% -$48.8K 0.02% 230
2014
Q1 		$152K Buy
1,561
+61
+4% +$5.95K 0.03% 206
2013
Q4 		$158K Buy
+1,500
New +$148K 0.03% 208

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Kanaly Trust's UPS Position: Q4 2016 in Review

Kanaly Trust increased its United Parcel Service (UPS) stake by 15% in Q4 2016, buying an estimated $22.5K and bringing the position to 1,559 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #156.

Kanaly Trust first reported a position in UPS in Q4 2013 and has held it in 13 quarters since. 1,317 funds tracked by Wall St. Rank hold UPS as of Q4 2016.

  • Kanaly Trust held 1,559 shares of United Parcel Service worth $179K as of Q4 2016.
  • Kanaly Trust bought 200 United Parcel Service shares in Q4 2016, an estimated $22.5K.
  • United Parcel Service made up 0.04% of Kanaly Trust's portfolio in Q4 2016, its #156 holding.
  • Kanaly Trust first reported a position in United Parcel Service in Q4 2013 and has held it in 13 quarters since.
  • 1,317 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.