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R&F Capital Advisors’s United Parcel Service UPS Stock Holding History

R&F Capital Advisors’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 		$2.35M Sell
21,927
-3,027
-12% -$331K 0.61% 21
2016
Q4 		$2.86M Buy
+24,954
New +$2.81M 1.01% 8

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

R&F Capital Advisors's UPS Position: Q1 2017 in Review

R&F Capital Advisors reduced its United Parcel Service (UPS) stake by 12% in Q1 2017, selling an estimated $331K and leaving 21,927 shares worth $2.35M. The position accounts for 0.61% of the portfolio, ranked #21.

R&F Capital Advisors first reported a position in UPS in Q4 2016 and has held it in 2 quarters since. The position peaked at $2.86M in Q4 2016. 1,286 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

  • R&F Capital Advisors held 21,927 shares of United Parcel Service worth $2.35M as of Q1 2017.
  • R&F Capital Advisors sold 3,027 United Parcel Service shares in Q1 2017, an estimated $331K.
  • United Parcel Service made up 0.61% of R&F Capital Advisors's portfolio in Q1 2017, its #21 holding.
  • R&F Capital Advisors first reported a position in United Parcel Service in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's United Parcel Service position peaked at $2.86M in Q4 2016.
  • 1,286 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.