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Oak Point Wealth Management’s United Parcel Service UPS Stock Holding History

Oak Point Wealth Management’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
Q1 		– Sell
-14
Closed -$2K – 247
2017
Q4 		$2K Buy
+14
New +$1.65K ﹤0.01% 200

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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 $315B AUM 27.84% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oak Point Wealth Management's UPS Position: Q1 2018 in Review

Oak Point Wealth Management sold out of United Parcel Service (UPS) in Q1 2018, closing a stake of 14 shares — an estimated $2K sold.

Oak Point Wealth Management first reported a position in UPS in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 1,420 funds tracked by Wall St. Rank hold UPS as of Q1 2018.

  • Oak Point Wealth Management reported no remaining United Parcel Service position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 14 United Parcel Service shares in Q1 2018, an estimated $2K.
  • Oak Point Wealth Management first reported a position in United Parcel Service in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's United Parcel Service position peaked at $2K in Q4 2017.
  • 1,420 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.