SIG
UPS icon

Stanford Investment Group’s United Parcel Service UPS Stock Holding History

Stanford Investment Group’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
2016
Q2 		– Sell
-140
Closed -$15K – 366
2016
Q1 		$15K Buy
+140
New +$13.6K 0.01% 267

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
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

Stanford Investment Group's UPS Position: Q2 2016 in Review

Stanford Investment Group sold out of United Parcel Service (UPS) in Q2 2016, closing a stake of 140 shares — an estimated $15K sold.

Stanford Investment Group first reported a position in UPS in Q1 2016 and held it in 1 quarter. The position peaked at $15K in Q1 2016. 1,229 funds tracked by Wall St. Rank hold UPS as of Q2 2016.

  • Stanford Investment Group reported no remaining United Parcel Service position as of Q2 2016 after selling out during the quarter.
  • Stanford Investment Group sold 140 United Parcel Service shares in Q2 2016, an estimated $15K.
  • Stanford Investment Group first reported a position in United Parcel Service in Q1 2016 and held it in 1 quarter.
  • Stanford Investment Group's United Parcel Service position peaked at $15K in Q1 2016.
  • 1,229 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2016.

Based on Stanford Investment Group's 13F filing for Q2 2016, filed 10 Nov 2016.