SMA
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Simply Money Advisors’s United Parcel Service UPS Stock Holding History

Simply Money 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
2014
Q1 		– Sell
-100
Closed -$11K – 81
2013
Q4 		$11K Hold
100
– – ﹤0.01% 34
2013
Q3 		$9K Sell
100
-113
-53% -$9.93K ﹤0.01% 66
2013
Q2 		$18K Buy
+213
New +$18.3K ﹤0.01% 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
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 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Simply Money Advisors's UPS Position: Q1 2014 in Review

Simply Money Advisors sold out of United Parcel Service (UPS) in Q1 2014, closing a stake of 100 shares — an estimated $11K sold.

Simply Money Advisors first reported a position in UPS in Q2 2013 and held it in 3 quarters. The position peaked at $18K in Q2 2013. 1,073 funds tracked by Wall St. Rank hold UPS as of Q1 2014.

  • Simply Money Advisors reported no remaining United Parcel Service position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 100 United Parcel Service shares in Q1 2014, an estimated $11K.
  • Simply Money Advisors first reported a position in United Parcel Service in Q2 2013 and held it in 3 quarters.
  • Simply Money Advisors's United Parcel Service position peaked at $18K in Q2 2013.
  • 1,073 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.