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WFG Advisors’s United Parcel Service UPS Stock Holding History

WFG 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
2017
Q2 		$430K Buy
3,893
+386
+11% +$41.3K 0.1% 217
2017
Q1 		$376K Buy
3,507
+953
+37% +$104K 0.1% 216
2016
Q4 		$293K Sell
2,554
-72
-3% -$8.11K 0.07% 283
2016
Q3 		$287K Buy
2,626
+55
+2% +$6.01K 0.07% 277
2016
Q2 		$277K Buy
2,571
+538
+26% +$56K 0.07% 256
2016
Q1 		$214K Sell
2,033
-53
-3% -$5.15K 0.06% 283
2015
Q4 		$201K Buy
2,086
+12
+0.6% +$1.23K 0.06% 286
2015
Q3 		$205K Sell
2,074
-159
-7% -$15.7K 0.06% 285
2015
Q2 		$216K Buy
2,233
+337
+18% +$33.5K 0.06% 324
2015
Q1 		$184K Sell
1,896
-6,318
-77% -$648K 0.05% 374
2014
Q4 		$913K Sell
8,214
-1,008
-11% -$106K 0.18% 125
2014
Q3 		$906K Buy
9,222
+203
+2% +$20.2K 0.17% 143
2014
Q2 		$926K Buy
9,019
+412
+5% +$41.4K 0.17% 143
2014
Q1 		$838K Sell
8,607
-1,467
-15% -$143K 0.17% 148
2013
Q4 		$1.06M Sell
10,074
-374
-4% -$36.8K 0.15% 160
2013
Q3 		$955K Buy
10,448
+2,261
+28% +$199K 0.15% 162
2013
Q2 		$708K Buy
+8,187
New +$702K 0.12% 202

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WFG Advisors's UPS Position: Q2 2017 in Review

WFG Advisors increased its United Parcel Service (UPS) stake by 11% in Q2 2017, buying an estimated $41.3K and bringing the position to 3,893 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #217.

WFG Advisors first reported a position in UPS in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.06M in Q4 2013. 1,276 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • WFG Advisors held 3,893 shares of United Parcel Service worth $430K as of Q2 2017.
  • WFG Advisors bought 386 United Parcel Service shares in Q2 2017, an estimated $41.3K.
  • United Parcel Service made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #217 holding.
  • WFG Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's United Parcel Service position peaked at $1.06M in Q4 2013.
  • 1,276 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.