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Strategic Capital Group’s United Parcel Service UPS Stock Holding History

Strategic Capital 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
2014
Q2 		$15K Sell
143
-307
-68% -$30.8K ﹤0.01% 249
2014
Q1 		$44K Buy
+450
New +$43.9K 0.01% 238

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Strategic Capital Group's UPS Position: Q2 2014 in Review

Strategic Capital Group reduced its United Parcel Service (UPS) stake by 68% in Q2 2014, selling an estimated $30.8K and leaving 143 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Strategic Capital Group first reported a position in UPS in Q1 2014 and has held it in 2 quarters since. The position peaked at $44K in Q1 2014. 1,093 funds tracked by Wall St. Rank hold UPS as of Q2 2014.

  • Strategic Capital Group held 143 shares of United Parcel Service worth $15K as of Q2 2014.
  • Strategic Capital Group sold 307 United Parcel Service shares in Q2 2014, an estimated $30.8K.
  • United Parcel Service made up ﹤0.01% of Strategic Capital Group's portfolio in Q2 2014, its #249 holding.
  • Strategic Capital Group first reported a position in United Parcel Service in Q1 2014 and has held it in 2 quarters since.
  • Strategic Capital Group's United Parcel Service position peaked at $44K in Q1 2014.
  • 1,093 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.