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Trust & Fiduciary Management Services’s United Parcel Service UPS Stock Holding History

Trust & Fiduciary Management Services’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 		– Sell
-393
Closed -$38K – 94
2014
Q1 		$38K Buy
393
+59
+18% +$5.75K 0.02% 107
2013
Q4 		$35K Sell
334
-29
-8% -$2.86K 0.02% 99
2013
Q3 		$33K Buy
363
+20
+6% +$1.76K 0.02% 100
2013
Q2 		$30K Buy
+343
New +$29.4K 0.02% 102

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

Trust & Fiduciary Management Services's UPS Position: Q2 2014 in Review

Trust & Fiduciary Management Services sold out of United Parcel Service (UPS) in Q2 2014, closing a stake of 393 shares — an estimated $38K sold.

Trust & Fiduciary Management Services first reported a position in UPS in Q2 2013 and held it in 4 quarters. The position peaked at $38K in Q1 2014. 1,092 funds tracked by Wall St. Rank hold UPS as of Q2 2014.

  • Trust & Fiduciary Management Services reported no remaining United Parcel Service position as of Q2 2014 after selling out during the quarter.
  • Trust & Fiduciary Management Services sold 393 United Parcel Service shares in Q2 2014, an estimated $38K.
  • Trust & Fiduciary Management Services first reported a position in United Parcel Service in Q2 2013 and held it in 4 quarters.
  • Trust & Fiduciary Management Services's United Parcel Service position peaked at $38K in Q1 2014.
  • 1,092 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2014.

Based on Trust & Fiduciary Management Services's 13F filing for Q2 2014, filed 8 Aug 2014.