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Tillar-Wenstrup Advisors’s United Parcel Service UPS Stock Holding History

Tillar-Wenstrup Advisors’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
2019
Q1 		– Sell
-15,099
Closed -$1.47M – 49
2018
Q4 		$1.47M Sell
15,099
-1,276
-8% -$138K 0.97% 37
2018
Q3 		$1.91M Sell
16,375
-593
-3% -$69.8K 1.04% 45
2018
Q2 		$1.8M Sell
16,968
-435
-2% -$48.9K 1% 44
2018
Q1 		$1.82M Sell
17,403
-288
-2% -$33.3K 1.06% 43
2017
Q4 		$2.11M Sell
17,691
-805
-4% -$94.6K 1.64% 30
2017
Q3 		$2.22M Sell
18,496
-426
-2% -$48.4K 1.69% 31
2017
Q2 		$2.09M Buy
18,922
+39
+0.2% +$4.17K 1.63% 36
2017
Q1 		$2.03M Buy
18,883
+69
+0.4% +$7.54K 1.55% 36
2016
Q4 		$2.16M Sell
18,814
-591
-3% -$66.6K 1.82% 24
2016
Q3 		$2.12M Sell
19,405
-139
-0.7% -$15.2K 1.94% 21
2016
Q2 		$2.1M Buy
19,544
+477
+3% +$49.6K 2.08% 14
2016
Q1 		$2.02M Sell
19,067
-3,542
-16% -$344K 2.32% 14
2015
Q4 		$2.18M Buy
22,609
+51
+0.2% +$5.21K 2.16% 19
2015
Q3 		$2.23M Buy
22,558
+19
+0.1% +$1.88K 2.24% 19
2015
Q2 		$2.18M Sell
22,539
-375
-2% -$37.3K 1.98% 26
2015
Q1 		$2.22M Sell
22,914
-312
-1% -$32K 2.17% 25
2014
Q4 		$2.58M Buy
23,226
+150
+0.7% +$15.8K 2.5% 16
2014
Q3 		$2.27M Sell
23,076
-290
-1% -$28.8K 2.1% 23
2014
Q2 		$2.4M Buy
23,366
+171
+0.7% +$17.2K 1.92% 21
2014
Q1 		$2.26M Buy
23,195
+761
+3% +$74.2K 2.05% 20
2013
Q4 		$2.36M Buy
+22,434
New +$2.21M 2.42% 15

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tillar-Wenstrup Advisors's UPS Position: Q1 2019 in Review

Tillar-Wenstrup Advisors sold out of United Parcel Service (UPS) in Q1 2019, closing a stake of 15,099 shares — an estimated $1.47M sold.

Tillar-Wenstrup Advisors first reported a position in UPS in Q4 2013 and held it in 21 quarters. The position peaked at $2.58M in Q4 2014. 1,506 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • Tillar-Wenstrup Advisors reported no remaining United Parcel Service position as of Q1 2019 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 15,099 United Parcel Service shares in Q1 2019, an estimated $1.47M.
  • Tillar-Wenstrup Advisors first reported a position in United Parcel Service in Q4 2013 and held it in 21 quarters.
  • Tillar-Wenstrup Advisors's United Parcel Service position peaked at $2.58M in Q4 2014.
  • 1,506 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2019, filed 2 May 2019.