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O'Brien Wealth Partners’s United Parcel Service UPS Stock Holding History

O'Brien 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
2018
Q2 		– Sell
-25
Closed -$3K – 174
2018
Q1 		$3K Buy
+25
New +$2.89K ﹤0.01% 165

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Capital World Investors
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

O'Brien Wealth Partners's UPS Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of United Parcel Service (UPS) in Q2 2018, closing a stake of 25 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in UPS in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 1,435 funds tracked by Wall St. Rank hold UPS as of Q2 2018.

  • O'Brien Wealth Partners reported no remaining United Parcel Service position as of Q2 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 25 United Parcel Service shares in Q2 2018, an estimated $3K.
  • O'Brien Wealth Partners first reported a position in United Parcel Service in Q1 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's United Parcel Service position peaked at $3K in Q1 2018.
  • 1,435 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.