Wunderlich Capital Managemnt’s United Parcel Service UPS Stock Holding History

Wunderlich Capital Managemnt’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
2015 Q1	–	Sell	-12,729	Closed	-$1.42M	–	86
2014 Q4	$1.42M	Buy	12,729 +456	+4%	+$48.1K	1.2%	30
2014 Q3	$1.2M	Buy	12,273 +74	+0.6%	+$7.35K	1.08%	48
2014 Q2	$1.25M	Sell	12,199 -84	-0.7%	-$8.44K	1.14%	44
2014 Q1	$1.2M	Buy	12,283 +57	+0.5%	+$5.56K	1.13%	46
2013 Q4	$1.28M	Buy	+12,226	New	+$1.2M	1.23%	32

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wunderlich Capital Managemnt's UPS Position: Q1 2015 in Review

Wunderlich Capital Managemnt sold out of United Parcel Service (UPS) in Q1 2015, closing a stake of 12,729 shares — an estimated $1.42M sold.

Wunderlich Capital Managemnt first reported a position in UPS in Q4 2013 and held it in 5 quarters. The position peaked at $1.42M in Q4 2014. 1,154 funds tracked by Wall St. Rank hold UPS as of Q1 2015.

Wunderlich Capital Managemnt reported no remaining United Parcel Service position as of Q1 2015 after selling out during the quarter.
Wunderlich Capital Managemnt sold 12,729 United Parcel Service shares in Q1 2015, an estimated $1.42M.
Wunderlich Capital Managemnt first reported a position in United Parcel Service in Q4 2013 and held it in 5 quarters.
Wunderlich Capital Managemnt's United Parcel Service position peaked at $1.42M in Q4 2014.
1,154 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2015.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2015, filed 5 May 2015.