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Orleans Capital Management’s United Parcel Service UPS Stock Holding History

Orleans Capital 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
-2,050
Closed -$244K – 84
2017
Q4 		$244K Buy
+2,050
New +$241K 0.17% 75

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Wellington Management Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
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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

Orleans Capital Management's UPS Position: Q1 2018 in Review

Orleans Capital Management sold out of United Parcel Service (UPS) in Q1 2018, closing a stake of 2,050 shares — an estimated $244K sold.

Orleans Capital Management first reported a position in UPS in Q4 2017 and held it in 1 quarter. The position peaked at $244K in Q4 2017. 1,419 funds tracked by Wall St. Rank hold UPS as of Q1 2018.

  • Orleans Capital Management reported no remaining United Parcel Service position as of Q1 2018 after selling out during the quarter.
  • Orleans Capital Management sold 2,050 United Parcel Service shares in Q1 2018, an estimated $244K.
  • Orleans Capital Management first reported a position in United Parcel Service in Q4 2017 and held it in 1 quarter.
  • Orleans Capital Management's United Parcel Service position peaked at $244K in Q4 2017.
  • 1,419 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2018.

Based on Orleans Capital Management's 13F filing for Q1 2018, filed 15 May 2018.