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Simmons First Trust’s United Parcel Service UPS Stock Holding History

Simmons First Trust’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
2015
Q4 		$1.1M Buy
11,406
+4,062
+55% +$415K 0.13% 138
2015
Q3 		$724K Buy
7,344
+1,500
+26% +$148K 0.18% 101
2015
Q2 		$566K Sell
5,844
-33
-0.6% -$3.28K 0.14% 115
2015
Q1 		$570K Sell
5,877
-97
-2% -$9.95K 0.14% 112
2014
Q4 		$664K Buy
+5,974
New +$630K 0.17% 105

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simmons First Trust's UPS Position: Q4 2015 in Review

Simmons First Trust increased its United Parcel Service (UPS) stake by 55% in Q4 2015, buying an estimated $415K and bringing the position to 11,406 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #138.

Simmons First Trust first reported a position in UPS in Q4 2014 and has held it in 5 quarters since. 1,218 funds tracked by Wall St. Rank hold UPS as of Q4 2015.

  • Simmons First Trust held 11,406 shares of United Parcel Service worth $1.1M as of Q4 2015.
  • Simmons First Trust bought 4,062 United Parcel Service shares in Q4 2015, an estimated $415K.
  • United Parcel Service made up 0.13% of Simmons First Trust's portfolio in Q4 2015, its #138 holding.
  • Simmons First Trust first reported a position in United Parcel Service in Q4 2014 and has held it in 5 quarters since.
  • 1,218 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.