NCMG
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NCM Capital Management Group’s United Parcel Service UPS Stock Holding History

NCM Capital Management Group’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
Q1 		– Sell
-6,800
Closed -$715K – 111
2013
Q4 		$715K Buy
+6,800
New +$670K 0.47% 68

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NCM Capital Management Group's UPS Position: Q1 2014 in Review

NCM Capital Management Group sold out of United Parcel Service (UPS) in Q1 2014, closing a stake of 6,800 shares — an estimated $715K sold.

NCM Capital Management Group first reported a position in UPS in Q4 2013 and held it in 1 quarter. The position peaked at $715K in Q4 2013. 1,075 funds tracked by Wall St. Rank hold UPS as of Q1 2014.

  • NCM Capital Management Group reported no remaining United Parcel Service position as of Q1 2014 after selling out during the quarter.
  • NCM Capital Management Group sold 6,800 United Parcel Service shares in Q1 2014, an estimated $715K.
  • NCM Capital Management Group first reported a position in United Parcel Service in Q4 2013 and held it in 1 quarter.
  • NCM Capital Management Group's United Parcel Service position peaked at $715K in Q4 2013.
  • 1,075 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2014.

Based on NCM Capital Management Group's 13F filing for Q1 2014, filed 6 May 2014.