KFS
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KMS Financial Services’s United Parcel Service UPS Stock Holding History

KMS Financial 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
2014
Q3 		$1.02M Buy
10,435
+275
+3% +$27.3K 0.14% 158
2014
Q2 		$1.04M Sell
10,160
-207
-2% -$20.8K 0.15% 152
2014
Q1 		$1.01M Buy
10,367
+2,100
+25% +$205K 0.16% 144
2013
Q4 		$869K Buy
8,267
+1,758
+27% +$173K 0.15% 160
2013
Q3 		$595K Buy
6,509
+1,438
+28% +$126K 0.14% 168
2013
Q2 		$437K Buy
+5,071
New +$435K 0.12% 204

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KMS Financial Services's UPS Position: Q3 2014 in Review

KMS Financial Services increased its United Parcel Service (UPS) stake by 2.7% in Q3 2014, buying an estimated $27.3K and bringing the position to 10,435 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #158.

KMS Financial Services first reported a position in UPS in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.04M in Q2 2014. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • KMS Financial Services held 10,435 shares of United Parcel Service worth $1.02M as of Q3 2014.
  • KMS Financial Services bought 275 United Parcel Service shares in Q3 2014, an estimated $27.3K.
  • United Parcel Service made up 0.14% of KMS Financial Services's portfolio in Q3 2014, its #158 holding.
  • KMS Financial Services first reported a position in United Parcel Service in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's United Parcel Service position peaked at $1.04M in Q2 2014.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.