WealthTrust-Arizona’s United Parcel Service UPS Stock Holding History

WealthTrust-Arizona’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
2017 Q1	–	Sell	-54	Closed	-$6K	–	645
2016 Q4	$6K	Hold	54	–	–	﹤0.01%	457
2016 Q3	$6K	Hold	54	–	–	﹤0.01%	458
2016 Q2	$6K	Buy	54 +1	+2%	+$104	﹤0.01%	447
2016 Q1	$6K	Hold	53	–	–	﹤0.01%	440
2015 Q4	$5K	Buy	53 +1	+2%	+$102	﹤0.01%	492
2015 Q3	$5K	Hold	52	–	–	﹤0.01%	480
2015 Q2	$5K	Hold	52	–	–	﹤0.01%	499
2015 Q1	$5K	Buy	52 +1	+2%	+$103	﹤0.01%	514
2014 Q4	$6K	Hold	51	–	–	0.01%	470
2014 Q3	$5K	Hold	51	–	–	0.01%	500
2014 Q2	$5K	Buy	51 +1	+2%	+$100	0.01%	495
2014 Q1	$5K	Hold	50	–	–	0.01%	510
2013 Q4	$5K	Buy	+50	New	+$4.92K	0.01%	497

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WealthTrust-Arizona's UPS Position: Q1 2017 in Review

WealthTrust-Arizona sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 54 shares — an estimated $6K sold.

WealthTrust-Arizona first reported a position in UPS in Q4 2013 and held it in 13 quarters. The position peaked at $6K in Q4 2016. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

WealthTrust-Arizona reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
WealthTrust-Arizona sold 54 United Parcel Service shares in Q1 2017, an estimated $6K.
WealthTrust-Arizona first reported a position in United Parcel Service in Q4 2013 and held it in 13 quarters.
WealthTrust-Arizona's United Parcel Service position peaked at $6K in Q4 2016.
1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on WealthTrust-Arizona's 13F filing for Q1 2017, filed 19 Apr 2017.