Stonehage Fleming Financial Services’s United Parcel Service UPS Stock Holding History

Stonehage Fleming Financial Services’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 Q4	–	Sell	-258	Closed	-$31K	–	249
2017 Q3	$31K	Hold	258	–	–	﹤0.01%	228
2017 Q2	$29K	Hold	258	–	–	﹤0.01%	226
2017 Q1	$28K	Hold	258	–	–	﹤0.01%	260
2016 Q4	$30K	Hold	258	–	–	﹤0.01%	272
2016 Q3	$28K	Hold	258	–	–	﹤0.01%	285
2016 Q2	$28K	Hold	258	–	–	﹤0.01%	266
2016 Q1	$27K	Hold	258	–	–	﹤0.01%	276
2015 Q4	$25K	Hold	258	–	–	﹤0.01%	112
2015 Q3	$25K	Hold	258	–	–	﹤0.01%	122
2015 Q2	$25K	Hold	258	–	–	﹤0.01%	128
2015 Q1	$25K	Hold	258	–	–	﹤0.01%	142
2014 Q4	$29K	Buy	+258	New	+$27.2K	﹤0.01%	153

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Stonehage Fleming Financial Services's UPS Position: Q4 2017 in Review

Stonehage Fleming Financial Services sold out of United Parcel Service (UPS) in Q4 2017, closing a stake of 258 shares — an estimated $31K sold.

Stonehage Fleming Financial Services first reported a position in UPS in Q4 2014 and held it in 12 quarters. The position peaked at $31K in Q3 2017. 1,429 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

Stonehage Fleming Financial Services reported no remaining United Parcel Service position as of Q4 2017 after selling out during the quarter.
Stonehage Fleming Financial Services sold 258 United Parcel Service shares in Q4 2017, an estimated $31K.
Stonehage Fleming Financial Services first reported a position in United Parcel Service in Q4 2014 and held it in 12 quarters.
Stonehage Fleming Financial Services's United Parcel Service position peaked at $31K in Q3 2017.
1,429 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2017, filed 11 Oct 2019.