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Wilson Kemp & Associates’s United Parcel Service UPS Stock Holding History

Wilson Kemp & Associates’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
Q3 		– Sell
-3,025
Closed -$311K – 48
2014
Q2 		$311K Hold
3,025
– – 1.12% 39
2014
Q1 		$295K Hold
3,025
– – 0.77% 44
2013
Q4 		$318K Sell
3,025
-325
-10% -$32K 0.61% 52
2013
Q3 		$306K Sell
3,350
-5,491
-62% -$483K 0.67% 48
2013
Q2 		$765K Buy
+8,841
New +$758K 0.73% 42

Other funds holding UPS

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wilson Kemp & Associates's UPS Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of United Parcel Service (UPS) in Q3 2014, closing a stake of 3,025 shares — an estimated $311K sold.

Wilson Kemp & Associates first reported a position in UPS in Q2 2013 and held it in 5 quarters. The position peaked at $765K in Q2 2013. 1,088 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining United Parcel Service position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 3,025 United Parcel Service shares in Q3 2014, an estimated $311K.
  • Wilson Kemp & Associates first reported a position in United Parcel Service in Q2 2013 and held it in 5 quarters.
  • Wilson Kemp & Associates's United Parcel Service position peaked at $765K in Q2 2013.
  • 1,088 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.