NEXT Financial Holdings’s United Parcel Service UPS Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$174K	Buy	+1,558	New	+$165K	0.04%	400

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

NEXT Financial Holdings's UPS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in United Parcel Service (UPS) in Q1 2019: 1,558 shares worth $174K. The stake represents 0.04% of the portfolio and ranks #400 among its holdings.

1,506 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

NEXT Financial Holdings held 1,558 shares of United Parcel Service worth $174K as of Q1 2019.
United Parcel Service was a new NEXT Financial Holdings position in Q1 2019.
United Parcel Service made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #400 holding.
1,506 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.