Taylor Wealth Management Partners’s United Parcel Service UPS Stock Holding History

Taylor Wealth Management Partners’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
2018 Q1	–	Sell	-205	Closed	-$24K	–	152
2017 Q4	$24K	Hold	205	–	–	0.01%	108
2017 Q3	$25K	Hold	205	–	–	0.01%	107
2017 Q2	$23K	Sell	205 -225	-52%	-$24.1K	0.01%	110
2017 Q1	$46K	Hold	430	–	–	0.02%	104
2016 Q4	$49K	Hold	430	–	–	0.02%	100
2016 Q3	$47K	Sell	430 -70	-14%	-$7.64K	0.02%	93
2016 Q2	$54K	Hold	500	–	–	0.02%	89
2016 Q1	$53K	Buy	+500	New	+$48.6K	0.03%	84

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Taylor Wealth Management Partners's UPS Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of United Parcel Service (UPS) in Q1 2018, closing a stake of 205 shares — an estimated $24K sold.

Taylor Wealth Management Partners first reported a position in UPS in Q1 2016 and held it in 8 quarters. The position peaked at $54K in Q2 2016. 1,419 funds tracked by Wall St. Rank hold UPS as of Q1 2018.

Taylor Wealth Management Partners reported no remaining United Parcel Service position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 205 United Parcel Service shares in Q1 2018, an estimated $24K.
Taylor Wealth Management Partners first reported a position in United Parcel Service in Q1 2016 and held it in 8 quarters.
Taylor Wealth Management Partners's United Parcel Service position peaked at $54K in Q2 2016.
1,419 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.