Mesirow Financial Investment Management - Fixed Income’s United Parcel Service UPS Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2017 Q1	–	Sell	-6,020	Closed	-$689K	–	239
2016 Q4	$689K	Hold	6,020	–	–	0.04%	133
2016 Q3	$659K	Sell	6,020 -1,395	-19%	-$152K	0.04%	137
2016 Q2	$799K	Buy	+7,415	New	+$772K	0.05%	141
2014 Q3	–	Sell	-8,071	Closed	-$829K	–	182
2014 Q2	$829K	Sell	8,071 -9,745	-55%	-$979K	0.2%	131
2014 Q1	$1.74M	Buy	+17,816	New	+$1.74M	0.42%	94
2013 Q3	–	Sell	-5,260	Closed	-$455K	–	193
2013 Q2	$455K	Buy	+5,260	New	+$451K	0.14%	142

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Mesirow Financial Investment Management - Fixed Income's UPS Position: Q1 2017 in Review

Mesirow Financial Investment Management - Fixed Income sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 6,020 shares — an estimated $689K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in UPS in Q2 2013 and held it in 6 quarters. The position peaked at $1.74M in Q1 2014. 1,286 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

Mesirow Financial Investment Management - Fixed Income reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 6,020 United Parcel Service shares in Q1 2017, an estimated $689K.
Mesirow Financial Investment Management - Fixed Income first reported a position in United Parcel Service in Q2 2013 and held it in 6 quarters.
Mesirow Financial Investment Management - Fixed Income's United Parcel Service position peaked at $1.74M in Q1 2014.
1,286 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2017, filed 25 Apr 2017.