KWMG LLC’s United Parcel Service UPS Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-5	Closed	-$1K	–	399
2019 Q1	$1K	Buy	+5	New	+$530	﹤0.01%	446

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KWMG LLC's UPS Position: Q2 2019 in Review

KWMG LLC sold out of United Parcel Service (UPS) in Q2 2019, closing a stake of 5 shares — an estimated $1K sold.

KWMG LLC first reported a position in UPS in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 1,467 funds tracked by Wall St. Rank hold UPS as of Q2 2019.

KWMG LLC reported no remaining United Parcel Service position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 5 United Parcel Service shares in Q2 2019, an estimated $1K.
KWMG LLC first reported a position in United Parcel Service in Q1 2019 and held it in 1 quarter.
KWMG LLC's United Parcel Service position peaked at $1K in Q1 2019.
1,467 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.