Lebenthal Wealth Advisors’s United Parcel Service UPS Stock Holding History

Lebenthal Wealth Advisors’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	$210K	Buy	+1,947	New	+$203K	0.62%	71

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

Lebenthal Wealth Advisors's UPS Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in United Parcel Service (UPS) in Q2 2016: 1,947 shares worth $210K. The stake represents 0.62% of the portfolio and ranks #71 among its holdings.

1,228 funds tracked by Wall St. Rank hold UPS as of Q2 2016.

Lebenthal Wealth Advisors held 1,947 shares of United Parcel Service worth $210K as of Q2 2016.
United Parcel Service was a new Lebenthal Wealth Advisors position in Q2 2016.
United Parcel Service made up 0.62% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #71 holding.
1,228 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.