RPg Family Wealth Advisory’s United Parcel Service UPS Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-402	Closed	-$42.1K	–	287
2018 Q1	$42.1K	Buy	402 +26	+7%	+$3K	0.03%	138
2017 Q4	$44.8K	Hold	376	–	–	0.04%	135
2017 Q3	$45.2K	Hold	376	–	–	0.04%	144
2017 Q2	$41.6K	Hold	376	–	–	0.04%	179
2017 Q1	$40.3K	Buy	+376	New	+$41.1K	0.03%	143

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RPg Family Wealth Advisory's UPS Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of United Parcel Service (UPS) in Q2 2018, closing a stake of 402 shares — an estimated $42.1K sold.

RPg Family Wealth Advisory first reported a position in UPS in Q1 2017 and held it in 5 quarters. The position peaked at $45.2K in Q3 2017. 1,435 funds tracked by Wall St. Rank hold UPS as of Q2 2018.

RPg Family Wealth Advisory reported no remaining United Parcel Service position as of Q2 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 402 United Parcel Service shares in Q2 2018, an estimated $42.1K.
RPg Family Wealth Advisory first reported a position in United Parcel Service in Q1 2017 and held it in 5 quarters.
RPg Family Wealth Advisory's United Parcel Service position peaked at $45.2K in Q3 2017.
1,435 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.