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Tower Trust’s United Parcel Service UPS Stock Holding History

Tower Trust’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
Q1 		$225K Hold
2,303
– – 0.14% 154
2013
Q4 		$242K Buy
+2,303
New +$227K 0.15% 149

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tower Trust's UPS Position: Q1 2014 in Review

Tower Trust held its United Parcel Service (UPS) position steady in Q1 2014 at 2,303 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #154.

Tower Trust first reported a position in UPS in Q4 2013 and has held it in 2 quarters since. The position peaked at $242K in Q4 2013. 1,073 funds tracked by Wall St. Rank hold UPS as of Q1 2014.

  • Tower Trust held 2,303 shares of United Parcel Service worth $225K as of Q1 2014.
  • Tower Trust left its United Parcel Service share count unchanged in Q1 2014.
  • United Parcel Service made up 0.14% of Tower Trust's portfolio in Q1 2014, its #154 holding.
  • Tower Trust first reported a position in United Parcel Service in Q4 2013 and has held it in 2 quarters since.
  • Tower Trust's United Parcel Service position peaked at $242K in Q4 2013.
  • 1,073 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.