PIM
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Parasol Investment Management’s United Parcel Service UPS Stock Holding History

Parasol Investment 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
2017
Q1 		$21K Sell
195
-470
-71% -$51.4K 0.03% 68
2016
Q4 		$76K Hold
665
– – 0.08% 86
2016
Q3 		$73K Hold
665
– – 0.08% 86
2016
Q2 		$72K Hold
665
– – 0.08% 87
2016
Q1 		$70K Sell
665
-395
-37% -$38.4K 0.07% 82
2015
Q4 		$102K Sell
1,060
-215
-17% -$22K 0.1% 66
2015
Q3 		$126K Sell
1,275
-85
-6% -$8.39K 0.11% 64
2015
Q2 		$132K Buy
+1,360
New +$135K 0.09% 74

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Parasol Investment Management's UPS Position: Q1 2017 in Review

Parasol Investment Management reduced its United Parcel Service (UPS) stake by 71% in Q1 2017, selling an estimated $51.4K and leaving 195 shares worth $21K. The position accounts for 0.03% of the portfolio, ranked #68.

Parasol Investment Management first reported a position in UPS in Q2 2015 and has held it in 8 quarters since. The position peaked at $132K in Q2 2015. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

  • Parasol Investment Management held 195 shares of United Parcel Service worth $21K as of Q1 2017.
  • Parasol Investment Management sold 470 United Parcel Service shares in Q1 2017, an estimated $51.4K.
  • United Parcel Service made up 0.03% of Parasol Investment Management's portfolio in Q1 2017, its #68 holding.
  • Parasol Investment Management first reported a position in United Parcel Service in Q2 2015 and has held it in 8 quarters since.
  • Parasol Investment Management's United Parcel Service position peaked at $132K in Q2 2015.
  • 1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.