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McAdams Wright Ragen’s United Parcel Service UPS Stock Holding History

McAdams Wright Ragen’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 		$1.19M Buy
12,121
+200
+2% +$19.9K 0.07% 184
2014
Q2 		$1.22M Sell
11,921
-73
-0.6% -$7.33K 0.07% 176
2014
Q1 		$1.17M Buy
11,994
+102
+0.9% +$9.94K 0.07% 172
2013
Q4 		$1.25M Buy
11,892
+360
+3% +$35.5K 0.08% 168
2013
Q3 		$1.05M Sell
11,532
-1,160
-9% -$102K 0.08% 158
2013
Q2 		$1.1M Buy
+12,692
New +$1.09M 0.09% 165

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

McAdams Wright Ragen's UPS Position: Q3 2014 in Review

McAdams Wright Ragen increased its United Parcel Service (UPS) stake by 1.7% in Q3 2014, buying an estimated $19.9K and bringing the position to 12,121 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #184.

McAdams Wright Ragen first reported a position in UPS in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2013. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • McAdams Wright Ragen held 12,121 shares of United Parcel Service worth $1.19M as of Q3 2014.
  • McAdams Wright Ragen bought 200 United Parcel Service shares in Q3 2014, an estimated $19.9K.
  • United Parcel Service made up 0.07% of McAdams Wright Ragen's portfolio in Q3 2014, its #184 holding.
  • McAdams Wright Ragen first reported a position in United Parcel Service in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's United Parcel Service position peaked at $1.25M in Q4 2013.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.