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Torch Wealth Management’s United Parcel Service UPS Stock Holding History

Torch Wealth Management’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
Q1 		– Sell
-26,435
Closed -$2.54M – 103
2015
Q4 		$2.54M Buy
26,435
+300
+1% +$30.6K 1.86% 14
2015
Q3 		$2.58M Buy
26,135
+8,665
+50% +$856K 1.99% 10
2015
Q2 		$1.69M Buy
17,470
+875
+5% +$86.9K 1.17% 33
2015
Q1 		$1.61M Sell
16,595
-50
-0.3% -$5.13K 1.24% 30
2014
Q4 		$1.85M Buy
16,645
+680
+4% +$71.8K 1.42% 26
2014
Q3 		$1.57M Buy
+15,965
New +$1.59M 1.15% 34

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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Torch Wealth Management's UPS Position: Q1 2016 in Review

Torch Wealth Management sold out of United Parcel Service (UPS) in Q1 2016, closing a stake of 26,435 shares — an estimated $2.54M sold.

Torch Wealth Management first reported a position in UPS in Q3 2014 and held it in 6 quarters. The position peaked at $2.58M in Q3 2015. 1,225 funds tracked by Wall St. Rank hold UPS as of Q1 2016.

  • Torch Wealth Management reported no remaining United Parcel Service position as of Q1 2016 after selling out during the quarter.
  • Torch Wealth Management sold 26,435 United Parcel Service shares in Q1 2016, an estimated $2.54M.
  • Torch Wealth Management first reported a position in United Parcel Service in Q3 2014 and held it in 6 quarters.
  • Torch Wealth Management's United Parcel Service position peaked at $2.58M in Q3 2015.
  • 1,225 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2016.

Based on Torch Wealth Management's 13F filing for Q1 2016, filed 26 Apr 2016.