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Park Avenue Institutional Advisers’s United Parcel Service UPS Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-4,352
Closed -$469K – 395
2016
Q2 		$469K Sell
4,352
-34
-0.8% -$3.54K 0.4% 56
2016
Q1 		$463K Sell
4,386
-123
-3% -$12K 0.4% 57
2015
Q4 		$434K Sell
4,509
-136
-3% -$13.9K 0.37% 63
2015
Q3 		$458K Sell
4,645
-42
-0.9% -$4.15K 0.41% 58
2015
Q2 		$454K Buy
+4,687
New +$466K 0.37% 65

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Park Avenue Institutional Advisers's UPS Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of United Parcel Service (UPS) in Q3 2016, closing a stake of 4,352 shares — an estimated $469K sold.

Park Avenue Institutional Advisers first reported a position in UPS in Q2 2015 and held it in 5 quarters. The position peaked at $469K in Q2 2016. 1,239 funds tracked by Wall St. Rank hold UPS as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining United Parcel Service position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 4,352 United Parcel Service shares in Q3 2016, an estimated $469K.
  • Park Avenue Institutional Advisers first reported a position in United Parcel Service in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's United Parcel Service position peaked at $469K in Q2 2016.
  • 1,239 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.