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

Vector 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 Q4	$368K	Buy	3,208 +31	+1%	+$3.49K	0.26%	53
2016 Q3	$348K	Sell	3,177 -31	-1%	-$3.39K	0.24%	54
2016 Q2	$345K	Buy	3,208 +268	+9%	+$27.9K	0.24%	54
2016 Q1	$310K	Sell	2,940 -160	-5%	-$15.6K	0.23%	55
2015 Q4	$298K	Buy	3,100 +1	+0%	+$102	0.23%	59
2015 Q3	$319K	Sell	3,099 -151	-5%	-$14.9K	0.25%	52
2015 Q2	$315K	Hold	3,250	–	–	0.25%	47
2015 Q1	$315K	Buy	3,250 +50	+2%	+$5.13K	0.26%	47
2014 Q4	$356K	Sell	3,200 -600	-16%	-$63.3K	0.27%	38
2014 Q3	$374K	Sell	3,800 -200	-5%	-$19.9K	0.28%	34
2014 Q2	$411K	Buy	4,000 +237	+6%	+$23.8K	0.3%	31
2014 Q1	$366K	Hold	3,763	–	–	0.26%	31
2013 Q4	$395K	Sell	3,763 -61	-2%	-$6.01K	0.28%	30
2013 Q3	$349K	Hold	3,824	–	–	0.25%	39
2013 Q2	$331K	Buy	+3,824	New	+$328K	0.24%	38

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Vector Wealth Management's UPS Position: Q4 2016 in Review

Vector Wealth Management increased its United Parcel Service (UPS) stake by 0.98% in Q4 2016, buying an estimated $3.49K and bringing the position to 3,208 shares worth $368K. The position accounts for 0.26% of the portfolio, ranked #53.

Vector Wealth Management first reported a position in UPS in Q2 2013 and has held it in 15 quarters since. The position peaked at $411K in Q2 2014. 1,317 funds tracked by Wall St. Rank hold UPS as of Q4 2016.

Vector Wealth Management held 3,208 shares of United Parcel Service worth $368K as of Q4 2016.
Vector Wealth Management bought 31 United Parcel Service shares in Q4 2016, an estimated $3.49K.
United Parcel Service made up 0.26% of Vector Wealth Management's portfolio in Q4 2016, its #53 holding.
Vector Wealth Management first reported a position in United Parcel Service in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's United Parcel Service position peaked at $411K in Q2 2014.
1,317 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.