WVP
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Worth Venture Partners’s United Parcel Service UPS Stock Holding History

Worth Venture Partners’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
-7,680
Closed -$880K – 169
2016
Q4 		$880K Buy
+7,680
New +$865K 0.94% 26

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
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Worth Venture Partners's UPS Position: Q1 2017 in Review

Worth Venture Partners sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 7,680 shares — an estimated $880K sold.

Worth Venture Partners first reported a position in UPS in Q4 2016 and held it in 1 quarter. The position peaked at $880K in Q4 2016. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

  • Worth Venture Partners reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
  • Worth Venture Partners sold 7,680 United Parcel Service shares in Q1 2017, an estimated $880K.
  • Worth Venture Partners first reported a position in United Parcel Service in Q4 2016 and held it in 1 quarter.
  • Worth Venture Partners's United Parcel Service position peaked at $880K in Q4 2016.
  • 1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Worth Venture Partners's 13F filing for Q1 2017, filed 9 May 2017.