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Vontobel Swiss Wealth Advisors’s United Parcel Service UPS Stock Holding History

Vontobel Swiss Wealth 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
Q2 		– Sell
-2,552
Closed -$285K – 123
2019
Q1 		$285K Sell
2,552
-14,181
-85% -$1.5M 0.31% 44
2018
Q4 		$1.63M Sell
16,733
-862
-5% -$93.4K 1.21% 31
2018
Q3 		$2.05M Sell
17,595
-639
-4% -$75.2K 1.2% 26
2018
Q2 		$1.94M Sell
18,234
-669
-4% -$75.1K 1.1% 28
2018
Q1 		$1.98M Buy
18,903
+6,236
+49% +$721K 1.04% 27
2017
Q4 		$1.51M Sell
12,667
-163
-1% -$19.2K 0.89% 36
2017
Q3 		$1.54M Buy
12,830
+1,833
+17% +$208K 0.94% 34
2017
Q2 		$1.22M Buy
10,997
+1,520
+16% +$162K 0.77% 34
2017
Q1 		$1.02M Sell
9,477
-8,783
-48% -$960K 0.55% 42
2016
Q4 		$2.09M Buy
18,260
+1,246
+7% +$140K 1.29% 25
2016
Q3 		$1.86M Sell
17,014
-1,360
-7% -$149K 1% 30
2016
Q2 		$1.78M Sell
18,374
-2,718
-13% -$283K 1.06% 36
2016
Q1 		$2.23M Buy
21,092
+1,823
+9% +$177K 1.18% 32
2015
Q4 		$1.85M Buy
19,269
+1,892
+11% +$193K 1.09% 32
2015
Q3 		$1.68M Sell
17,377
-2,355
-12% -$233K 1.15% 32
2015
Q2 		$1.72M Buy
19,732
+4,555
+30% +$453K 1.15% 29
2015
Q1 		$1.47M Buy
15,177
+3,450
+29% +$354K 1% 30
2014
Q4 		$1.3M Buy
+11,727
New +$1.24M 0.95% 29

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's UPS Position: Q2 2019 in Review

Vontobel Swiss Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2019, closing a stake of 2,552 shares — an estimated $285K sold.

Vontobel Swiss Wealth Advisors first reported a position in UPS in Q4 2014 and held it in 18 quarters. The position peaked at $2.23M in Q1 2016. 1,467 funds tracked by Wall St. Rank hold UPS as of Q2 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining United Parcel Service position as of Q2 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 2,552 United Parcel Service shares in Q2 2019, an estimated $285K.
  • Vontobel Swiss Wealth Advisors first reported a position in United Parcel Service in Q4 2014 and held it in 18 quarters.
  • Vontobel Swiss Wealth Advisors's United Parcel Service position peaked at $2.23M in Q1 2016.
  • 1,467 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.