Mariner Wealth Advisors (NYC)’s United Parcel Service UPS Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$38K	Buy	+396	New	+$40.6K	0.02%	200

Other funds holding UPS

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s UPS Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in United Parcel Service (UPS) in Q1 2015: 396 shares worth $38K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings.

1,155 funds tracked by Wall St. Rank hold UPS as of Q1 2015.

Mariner Wealth Advisors (NYC) held 396 shares of United Parcel Service worth $38K as of Q1 2015.
United Parcel Service was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
United Parcel Service made up 0.02% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #200 holding.
1,155 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.