PFS
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Penseco Financial Services’s United Parcel Service UPS Stock Holding History

Penseco Financial Services’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
2013
Q3 		$120K Hold
1,316
– – 0.09% 117
2013
Q2 		$114K Buy
+1,316
New +$113K 0.09% 118

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Penseco Financial Services's UPS Position: Q3 2013 in Review

Penseco Financial Services held its United Parcel Service (UPS) position steady in Q3 2013 at 1,316 shares worth $120K. The position accounts for 0.09% of the portfolio, ranked #117.

Penseco Financial Services first reported a position in UPS in Q2 2013 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold UPS as of Q3 2013.

  • Penseco Financial Services held 1,316 shares of United Parcel Service worth $120K as of Q3 2013.
  • Penseco Financial Services left its United Parcel Service share count unchanged in Q3 2013.
  • United Parcel Service made up 0.09% of Penseco Financial Services's portfolio in Q3 2013, its #117 holding.
  • Penseco Financial Services first reported a position in United Parcel Service in Q2 2013 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.