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Smith Shellnut Wilson’s United Parcel Service UPS Stock Holding History

Smith Shellnut Wilson’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
Q3 		– Sell
-2,396
Closed -$258K – 151
2017
Q2 		$258K Buy
+2,396
New +$256K 0.27% 99
2017
Q1 		– Sell
-2,203
Closed -$253K – 127
2016
Q4 		$253K Buy
+2,203
New +$248K 0.24% 105

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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Smith Shellnut Wilson's UPS Position: Q3 2017 in Review

Smith Shellnut Wilson sold out of United Parcel Service (UPS) in Q3 2017, closing a stake of 2,396 shares — an estimated $258K sold.

Smith Shellnut Wilson first reported a position in UPS in Q4 2016 and held it in 2 quarters. The position peaked at $258K in Q2 2017. 1,300 funds tracked by Wall St. Rank hold UPS as of Q3 2017.

  • Smith Shellnut Wilson reported no remaining United Parcel Service position as of Q3 2017 after selling out during the quarter.
  • Smith Shellnut Wilson sold 2,396 United Parcel Service shares in Q3 2017, an estimated $258K.
  • Smith Shellnut Wilson first reported a position in United Parcel Service in Q4 2016 and held it in 2 quarters.
  • Smith Shellnut Wilson's United Parcel Service position peaked at $258K in Q2 2017.
  • 1,300 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2017.

Based on Smith Shellnut Wilson's 13F filing for Q3 2017, filed 17 Nov 2017.