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MYCIO Wealth Partners’s United Parcel Service UPS Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-6,200
Closed -$726K – 361
2019
Q4 		$726K Sell
6,200
-43
-0.7% -$5.09K 0.05% 153
2019
Q3 		$748K Sell
6,243
-380
-6% -$43.4K 0.06% 140
2019
Q2 		$684K Buy
6,623
+143
+2% +$14.9K 0.05% 141
2019
Q1 		$724K Buy
6,480
+4
+0.1% +$424 0.06% 131
2018
Q4 		$632K Buy
6,476
+3
+0% +$325 0.06% 136
2018
Q3 		$756K Buy
6,473
+103
+2% +$12.1K 0.07% 118
2018
Q2 		$677K Buy
6,370
+2
+0% +$225 0.07% 123
2018
Q1 		$666K Buy
6,368
+304
+5% +$35.1K 0.08% 103
2017
Q4 		$723K Sell
6,064
-468
-7% -$55K 0.08% 111
2017
Q3 		$784K Buy
6,532
+149
+2% +$16.9K 0.09% 101
2017
Q2 		$706K Sell
6,383
-2,362
-27% -$252K 0.08% 107
2017
Q1 		$938K Buy
8,745
+1,800
+26% +$197K 0.12% 82
2016
Q4 		$796K Buy
6,945
+534
+8% +$60.2K 0.11% 86
2016
Q3 		$701K Buy
6,411
+361
+6% +$39.4K 0.12% 80
2016
Q2 		$652K Buy
6,050
+3
+0% +$312 0.11% 83
2016
Q1 		$638K Buy
6,047
+5,045
+503% +$490K 0.11% 80
2015
Q4 		$96K Buy
1,002
+35
+4% +$3.58K 0.02% 228
2015
Q3 		$95K Buy
967
+28
+3% +$2.77K 0.02% 214
2015
Q2 		$91K Buy
939
+603
+179% +$59.9K 0.02% 227
2015
Q1 		$33K Sell
336
-115
-25% -$11.8K 0.01% 335
2014
Q4 		$50K Buy
451
+119
+36% +$12.6K 0.01% 263
2014
Q3 		$33K Buy
332
+2
+0.6% +$199 0.01% 303
2014
Q2 		$34K Buy
330
+3
+0.9% +$301 0.01% 312
2014
Q1 		$32K Sell
327
-48
-13% -$4.68K 0.01% 310
2013
Q4 		$39K Buy
375
+52
+16% +$5.12K 0.01% 273
2013
Q3 		$30K Buy
323
+2
+0.6% +$176 0.01% 288
2013
Q2 		$28K Buy
+321
New +$27.5K 0.01% 298

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MYCIO Wealth Partners's UPS Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 6,200 shares — an estimated $726K sold.

MYCIO Wealth Partners first reported a position in UPS in Q2 2013 and held it in 27 quarters. The position peaked at $938K in Q1 2017. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 6,200 United Parcel Service shares in Q1 2020, an estimated $726K.
  • MYCIO Wealth Partners first reported a position in United Parcel Service in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's United Parcel Service position peaked at $938K in Q1 2017.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.