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New England Private Wealth Advisors’s United Parcel Service UPS Stock Holding History

New England Private Wealth Advisors’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
2018
Q4 		– Sell
-4,457
Closed -$519K – 161
2018
Q3 		$519K Sell
4,457
-111
-2% -$13.1K 0.14% 87
2018
Q2 		$485K Buy
4,568
+3
+0.1% +$337 0.14% 87
2018
Q1 		$479K Buy
4,565
+4
+0.1% +$462 0.14% 90
2017
Q4 		$547K Buy
4,561
+1
+0% +$118 0.15% 85
2017
Q3 		$546K Sell
4,560
-822
-15% -$93.4K 0.16% 80
2017
Q2 		$595K Buy
5,382
+946
+21% +$101K 0.18% 75
2017
Q1 		$476K Buy
4,436
+1,502
+51% +$164K 0.15% 79
2016
Q4 		$336K Buy
2,934
+2
+0.1% +$225 0.12% 89
2016
Q3 		$321K Buy
2,932
+1
+0% +$109 0.12% 90
2016
Q2 		$316K Buy
2,931
+2
+0.1% +$208 0.12% 85
2016
Q1 		$309K Buy
2,929
+2
+0.1% +$194 0.13% 87
2015
Q4 		$282K Buy
+2,927
New +$299K 0.11% 86

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New England Private Wealth Advisors's UPS Position: Q4 2018 in Review

New England Private Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2018, closing a stake of 4,457 shares — an estimated $519K sold.

New England Private Wealth Advisors first reported a position in UPS in Q4 2015 and held it in 12 quarters. The position peaked at $595K in Q2 2017. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • New England Private Wealth Advisors reported no remaining United Parcel Service position as of Q4 2018 after selling out during the quarter.
  • New England Private Wealth Advisors sold 4,457 United Parcel Service shares in Q4 2018, an estimated $519K.
  • New England Private Wealth Advisors first reported a position in United Parcel Service in Q4 2015 and held it in 12 quarters.
  • New England Private Wealth Advisors's United Parcel Service position peaked at $595K in Q2 2017.
  • 1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on New England Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.