PWAG
UPS icon

Polaris Wealth Advisory Group’s United Parcel Service UPS Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-260
Closed -$30K – 435
2018
Q3 		$30K Buy
+260
New +$30.6K ﹤0.01% 295
2018
Q2 		– Sell
-150
Closed -$16K – 421
2018
Q1 		$16K Buy
+150
New +$17.3K ﹤0.01% 319
2016
Q1 		– Sell
-4,248
Closed -$409K – 144
2015
Q4 		$409K Buy
+4,248
New +$434K 0.07% 99

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Polaris Wealth Advisory Group's UPS Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of United Parcel Service (UPS) in Q4 2018, closing a stake of 260 shares — an estimated $30K sold.

Polaris Wealth Advisory Group first reported a position in UPS in Q4 2015 and held it in 3 quarters. The position peaked at $409K in Q4 2015. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining United Parcel Service position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 260 United Parcel Service shares in Q4 2018, an estimated $30K.
  • Polaris Wealth Advisory Group first reported a position in United Parcel Service in Q4 2015 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's United Parcel Service position peaked at $409K in Q4 2015.
  • 1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.