| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR | Am Sustainable Asset Management Ltd | Institution | 3,400 | Sold Some | -7,140 | -67.74 % | $186,524 | $186,524 | $0 | 0.00 % | $0 | | | | | | News Article | History of Am Sustainable Asset Management Ltd Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Avalon Advisors L P | Institution | 212,464 | Sold Some | -5,677 | -2.60 % | $11,655,775 | $11,655,775 | $0 | 0.00 % | $0 | | | | | | News Article | History of Avalon Advisors L P Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR/A | Baird Robert W And Co Inc | Institution | 93,483 | Added More | 8,486 | 9.98 % | $5,128,477 | $5,128,477 | $0 | 0.00 % | $0 | | | | | | News Article | History of Baird Robert W And Co Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Birch Hill Investment Advisors Llc | Institution | 106,786 | Added More | 830 | 0.78 % | $5,858,280 | $5,858,280 | $0 | 0.00 % | $0 | | | | | | News Article | History of Birch Hill Investment Advisors Llc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Blair William And Co | Institution | 1,538,525 | Added More | 355,488 | 30.04 % | $84,403,482 | $84,403,482 | $0 | 0.00 % | $0 | | | | | | News Article | History of Blair William And Co Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Capital Management Corp Va | Institution | | Sold All | -21,650 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Capital Management Corp Va Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Chulhoff And Co Inc | Institution | 7,450 | No Change | 0 | 0 % | $408,707 | $408,707 | $0 | 0.00 % | $0 | | | | | | News Article | History of Chulhoff And Co Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Chwab Charles Investment Management Inc | Institution | 1,810,676 | Added More | 335,892 | 22.77 % | $99,333,685 | $99,333,685 | $0 | 0.00 % | $0 | | | | | | News Article | History of Chwab Charles Investment Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Cobblestone Capital Advisors Llc | Institution | 16,591 | Added More | 7,545 | 83.40 % | $910,182 | $910,182 | $0 | 0.00 % | $0 | | | | | | News Article | History of Cobblestone Capital Advisors Llc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Credit Suisse First Boston | Institution | 2,028,259 | Sold Some | -155,656 | -7.12 % | $111,270,289 | $111,270,289 | $0 | 0.00 % | $0 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Deere And Co | Institution | 48,502 | Added More | 11,214 | 30.07 % | $2,660,820 | $2,660,820 | $0 | 0.00 % | $0 | | | | | | News Article | History of Deere And Co Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Dunvegan Associates Inc | Institution | 16,335 | Sold Some | -15 | -0.09 % | $896,138 | $896,138 | $0 | 0.00 % | $0 | | | | | | News Article | History of Dunvegan Associates Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Financial Partners Capital Management Inc | Institution | 32,725 | Added More | 832 | 2.60 % | $1,795,294 | $1,795,294 | $0 | 0.00 % | $0 | | | | | | News Article | History of Financial Partners Capital Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 284,208 | Sold Some | -10,930 | -3.70 % | $15,591,651 | $15,591,651 | $0 | 0.00 % | $0 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hawkins Capital L P | Institution | 252,000 | Sold Some | -50,000 | -16.55 % | $13,824,720 | $13,824,720 | $0 | 0.00 % | $0 | | | | | | News Article | History of Hawkins Capital L P Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hokanson Capital Management Inc | Institution | 19,680 | Sold Some | -437 | -2.17 % | $1,079,645 | $1,079,645 | $0 | 0.00 % | $0 | | | | | | News Article | History of Hokanson Capital Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hunter Associates Inc | Institution | 80,966 | No Change | 0 | 0 % | $4,441,795 | $4,441,795 | $0 | 0.00 % | $0 | | | | | | News Article | History of Hunter Associates Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Laurion Capital Management Lp | Institution | 28,211 | Sold Some | -3,089 | -9.86 % | $1,547,655 | $1,547,655 | $0 | 0.00 % | $0 | | | | | | News Article | History of Laurion Capital Management Lp Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Markel Corp | Institution | 69,520 | No Change | 0 | 0 % | $3,813,867 | $3,813,867 | $0 | 0.00 % | $0 | | | | | | News Article | History of Markel Corp Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Marquette Asset Management Inc | Institution | 42,631 | Added More | 6,813 | 19.02 % | $2,338,737 | $2,338,737 | $0 | 0.00 % | $0 | | | | | | News Article | History of Marquette Asset Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metlife Securities Inc | Institution | 862 | Sold Some | -339 | -28.22 % | $47,289 | $47,289 | $0 | 0.00 % | $0 | | | | | | News Article | History of Metlife Securities Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 802,734 | Sold Some | -29,246 | -3.51 % | $44,037,987 | $44,037,987 | $0 | 0.00 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Nbt Bank N A | Institution | 2,045 | Added More | 185 | 9.94 % | $112,189 | $112,189 | $0 | 0.00 % | $0 | | | | | | News Article | History of Nbt Bank N A Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pioneer Investment Management Inc | Institution | 148,302 | Added More | 13,958 | 10.38 % | $8,135,848 | $8,135,848 | $0 | 0.00 % | $0 | | | | | | News Article | History of Pioneer Investment Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 992,488 | Sold Some | -334,526 | -25.20 % | $54,447,892 | $54,447,892 | $0 | 0.00 % | $0 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tcw Group Inc | Institution | 17,435 | Added More | 4,900 | 39.09 % | $956,484 | $956,484 | $0 | 0.00 % | $0 | | | | | | News Article | History of Tcw Group Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 466,295 | Sold Some | -4,112 | -0.87 % | $25,580,944 | $25,580,944 | $0 | 0.00 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 5,470,050 | Sold Some | -20,826 | -0.37 % | $300,086,943 | $300,086,943 | $0 | 0.00 % | $0 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 333,120 | Sold Some | -125,351 | -27.34 % | $18,274,963 | $18,274,963 | $0 | 0.00 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Westport Resources Management Inc | Institution | 3,781 | Sold Some | -40 | -1.04 % | $207,426 | $207,426 | $0 | 0.00 % | $0 | | | | | | News Article | History of Westport Resources Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Ynovus Financial Corp | Institution | 85,299 | Sold Some | -3,868 | -4.33 % | $4,679,503 | $4,679,503 | $0 | 0.00 % | $0 | | | | | | News Article | History of Ynovus Financial Corp Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii-All Cap Core Fund | Multi-Cap Core | 66,100 | New Holding | 66,100 | 100 % | $3,626,246 | $3,626,246 | $0 | 0.00 % | $0 | | | | | | News Article | History of John Hancock Funds Ii-All Cap Core Fund Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii-Alpha Opportunities Fund | No Data | 77,459 | New Holding | 77,459 | 100 % | $4,249,401 | $4,249,401 | $0 | 0.00 % | $0 | | | | | | News Article | History of John Hancock Funds Ii-Alpha Opportunities Fund Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii-Fundamental Value Fund | Large-Cap Core | 132,041 | New Holding | 132,041 | 100 % | $7,243,769 | $7,243,769 | $0 | 0.00 % | $0 | | | | | | News Article | History of John Hancock Funds Ii-Fundamental Value Fund Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii-Income Fund | No Data | 142,300 | New Holding | 142,300 | 100 % | $7,806,578 | $7,806,578 | $0 | 0.00 % | $0 | | | | | | News Article | History of John Hancock Funds Ii-Income Fund Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii-Index 500 Fund | S&P 500 Index | 202,562 | New Holding | 202,562 | 100 % | $11,112,551 | $11,112,551 | $0 | 0.00 % | $0 | | | | | | News Article | History of John Hancock Funds Ii-Index 500 Fund Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii-Spectrum Income Fund | Equity Income | 27,200 | New Holding | 27,200 | 100 % | $1,492,192 | $1,492,192 | $0 | 0.00 % | $0 | | | | | | News Article | History of John Hancock Funds Ii-Spectrum Income Fund Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii-Value Fund | Multi-Cap Core | 33,500 | New Holding | 33,500 | 100 % | $1,837,810 | $1,837,810 | $0 | 0.00 % | $0 | | | | | | News Article | History of John Hancock Funds Ii-Value Fund Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2009-03-31 | 13F-HR | Yhb Investment Advisors Inc | No Data | 26,843 | Sold Some | -1,204 | -4.29 % | $1,472,607 | $1,472,607 | $0 | 0.00 % | $0 | | | | | | News Article | History of Yhb Investment Advisors Inc Ownership Of United Parcel Service Inc |
| 2009-11-06 | 2008-12-31 | 13F-HR | Yhb Investment Advisors Inc | No Data | 28,047 | No Compare | | | $1,538,658 | $1,538,658 | $0 | 0.00 % | | | | | | | News Article | History of Yhb Investment Advisors Inc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Aster Investment Management Co Inc | Institution | 7,015 | Sold Some | -500 | -6.65 % | $382,037 | $384,843 | $2,806 | 0.73 % | $-200 | | | | | | News Article | History of Aster Investment Management Co Inc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Back Bay Financial Group Inc | Institution | 10,641 | No Change | 0 | 0 % | $579,509 | $583,765 | $4,256 | 0.73 % | $0 | | | | | | News Article | History of Back Bay Financial Group Inc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Bank Of Hawaii | Institution | 1,400 | No Change | 0 | 0 % | $76,244 | $76,804 | $560 | 0.73 % | $0 | | | | | | News Article | History of Bank Of Hawaii Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Campbell And Co Investment Adviser Llc | Institution | | Sold All | -4,936 | -100 % | | | | 0.73 % | $-1,974 | | | | | | News Article | History of Campbell And Co Investment Adviser Llc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fiduciary Services Corp | Institution | 9,135 | New Holding | 9,135 | 100 % | $497,492 | $501,146 | $3,654 | 0.73 % | $3,654 | | | | | | News Article | History of Fiduciary Services Corp Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fixed Income Securities Lp | Institution | 10,179 | Sold Some | -400 | -3.78 % | $554,348 | $558,420 | $4,072 | 0.73 % | $-160 | | | | | | News Article | History of Fixed Income Securities Lp Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Guardian Investor Services Llc | Institution | 27,365 | Sold Some | -564 | -2.01 % | $1,490,298 | $1,501,244 | $10,946 | 0.73 % | $-226 | | | | | | News Article | History of Guardian Investor Services Llc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Harbour Investment Management Llc | Institution | 33,355 | Sold Some | -750 | -2.19 % | $1,816,513 | $1,829,855 | $13,342 | 0.73 % | $-300 | | | | | | News Article | History of Harbour Investment Management Llc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | High Point Bank And Trust Co | Institution | 4,650 | No Change | 0 | 0 % | $253,239 | $255,099 | $1,860 | 0.73 % | $0 | | | | | | News Article | History of High Point Bank And Trust Co Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR/A | Huntington National Bank | Institution | 75,723 | Sold Some | -2,658 | -3.39 % | $4,123,875 | $4,154,164 | $30,289 | 0.73 % | $-1,063 | | | | | | News Article | History of Huntington National Bank Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Kornitzer Capital Management Inc | Institution | 57,200 | Sold Some | -1,965 | -3.32 % | $3,115,112 | $3,137,992 | $22,880 | 0.73 % | $-786 | | | | | | News Article | History of Kornitzer Capital Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Laird Norton Tyee Trust Co | Institution | 4,264 | Sold Some | -1,590 | -27.16 % | $232,217 | $233,923 | $1,706 | 0.73 % | $-636 | | | | | | News Article | History of Laird Norton Tyee Trust Co Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Midwest Investment Management Llc | Institution | 39,435 | Sold Some | -125 | -0.31 % | $2,147,630 | $2,163,404 | $15,774 | 0.73 % | $-50 | | | | | | News Article | History of Midwest Investment Management Llc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Mitsubishi Ufj Asset Management Co Ltd | No Data | 217,200 | Added More | 2,500 | 1.16 % | $11,828,712 | $11,915,592 | $86,880 | 0.73 % | $1,000 | | | | | | News Article | History of Mitsubishi Ufj Asset Management Co Ltd Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Nisa Investment Advisors L L C | Institution | 302,838 | Sold Some | -39,987 | -11.66 % | $16,492,557 | $16,613,693 | $121,135 | 0.73 % | $-15,995 | | | | | | News Article | History of Nisa Investment Advisors L L C Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associate | Institution | 781,393 | Added More | 24,750 | 3.27 % | $42,554,663 | $42,867,220 | $312,557 | 0.73 % | $9,900 | | | | | | News Article | History of Parametric Portfolio Associate Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Profund Advisors Llc | Institution | 41,700 | Added More | 7,073 | 20.42 % | $2,270,982 | $2,287,662 | $16,680 | 0.73 % | $2,829 | | | | | | News Article | History of Profund Advisors Llc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 172,982 | Sold Some | -103,385 | -37.40 % | $9,420,600 | $9,489,793 | $69,193 | 0.73 % | $-41,354 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Punch And Associates Investment Management Inc | Institution | 15,524 | Sold Some | -1,802 | -10.40 % | $845,437 | $851,647 | $6,210 | 0.73 % | $-721 | | | | | | News Article | History of Punch And Associates Investment Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Rafferty Asset Management Llc | Institution | 15,445 | No Change | 0 | 0 % | $841,135 | $847,313 | $6,178 | 0.73 % | $0 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Rnc Capital Management Llc | Institution | 240,100 | Added More | 6,870 | 2.94 % | $13,075,846 | $13,171,886 | $96,040 | 0.73 % | $2,748 | | | | | | News Article | History of Rnc Capital Management Llc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Tal Global Asset Management Inc | Institution | 181,183 | Sold Some | -20,291 | -10.07 % | $9,867,226 | $9,939,699 | $72,473 | 0.73 % | $-8,116 | | | | | | News Article | History of Tal Global Asset Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Teacher Retirement System Of Texa | Institution | 1,483,802 | Added More | 29,206 | 2.00 % | $80,807,857 | $81,401,378 | $593,521 | 0.73 % | $11,682 | | | | | | News Article | History of Teacher Retirement System Of Texa Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Tratton Management Co | Institution | 161,910 | Sold Some | -2,350 | -1.43 % | $8,817,619 | $8,882,383 | $64,764 | 0.73 % | $-940 | | | | | | News Article | History of Tratton Management Co Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Yhb Investment Advisors Inc | No Data | 9,033 | Sold Some | -1,435 | -13.70 % | $491,937 | $495,550 | $3,613 | 0.73 % | $-574 | | | | | | News Article | History of Yhb Investment Advisors Inc Ownership Of United Parcel Service Inc |
| 2009-11-05 | 2009-08-31 | N-CSR | Claymore Exchange Traded Fund Trust-Zacks Sector Rotation | Specialty & Misc | | Sold All | -7,587 | -100 % | | | | 0.73 % | $-3,035 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust-Zacks Sector Rotation Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | 1st Source Bank | Institution | 3,995 | Sold Some | -100 | -2.44 % | $213,733 | $219,166 | $5,433 | 2.54 % | $-136 | | | | | | News Article | History of 1st Source Bank Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Atlas Browninc | Institution | 5,433 | New Holding | 5,433 | 100 % | $290,666 | $298,054 | $7,389 | 2.54 % | $7,389 | | | | | | News Article | History of Atlas Browninc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Babson Capital Management Llc | Institution | 50,500 | Sold Some | -42,600 | -45.75 % | $2,701,750 | $2,770,430 | $68,680 | 2.54 % | $-57,936 | | | | | | News Article | History of Babson Capital Management Llc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR/A | Boys Arnold And Co Inc | Institution | 5,942 | New Holding | 5,942 | 100 % | $317,897 | $325,978 | $8,081 | 2.54 % | $8,081 | | | | | | News Article | History of Boys Arnold And Co Inc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Capital One National Association | Institution | 6,666 | Added More | 27 | 0.40 % | $356,631 | $365,697 | $9,066 | 2.54 % | $37 | | | | | | News Article | History of Capital One National Association Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Curian Capital Llc | Institution | 45,582 | Added More | 21,124 | 86.36 % | $2,438,637 | $2,500,629 | $61,992 | 2.54 % | $28,729 | | | | | | News Article | History of Curian Capital Llc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Emerson Investment Management Inc | Institution | 21,606 | Sold Some | -300 | -1.36 % | $1,155,921 | $1,185,305 | $29,384 | 2.54 % | $-408 | | | | | | News Article | History of Emerson Investment Management Inc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | First Community Bank Trust And Financial Services Divison | Institution | 2,852 | Sold Some | -250 | -8.05 % | $152,582 | $156,461 | $3,879 | 2.54 % | $-340 | | | | | | News Article | History of First Community Bank Trust And Financial Services Divison Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Fishman Jay A Ltd Mi | Institution | 9,082 | No Compare | | | $485,887 | $498,239 | $12,352 | 2.54 % | | | | | | | News Article | History of Fishman Jay A Ltd Mi Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Frontier Capital Management Co Inc | Institution | 74,109 | Added More | 3,544 | 5.02 % | $3,964,832 | $4,065,620 | $100,788 | 2.54 % | $4,820 | | | | | | News Article | History of Frontier Capital Management Co Inc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Geewax Plus Partners Llc | Institution | | Sold All | -2,700 | -100 % | | | | 2.54 % | $-3,672 | | | | | | News Article | History of Geewax Plus Partners Llc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 287,952 | Sold Some | -833 | -0.28 % | $15,405,432 | $15,797,047 | $391,615 | 2.54 % | $-1,133 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Haverford Trust Co | Institution | 55,582 | Added More | 2,967 | 5.63 % | $2,973,637 | $3,049,229 | $75,592 | 2.54 % | $4,035 | | | | | | News Article | History of Haverford Trust Co Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Highmount Capital Llc | No Data | 3,760 | New Holding | 3,760 | 100 % | $201,160 | $206,274 | $5,114 | 2.54 % | $5,114 | | | | | | News Article | History of Highmount Capital Llc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Jdn Capital Management Lp | Institution | | Sold All | -19,400 | -100 % | | | | 2.54 % | $-26,384 | | | | | | News Article | History of Jdn Capital Management Lp Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Lehrer Management Co Inc | Institution | 10,559 | New Holding | 10,559 | 100 % | $564,907 | $579,267 | $14,360 | 2.54 % | $14,360 | | | | | | News Article | History of Lehrer Management Co Inc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Loring Wolcott And Coolidge Fiduciary Advisor | Institution | 196,002 | Sold Some | -32,141 | -14.08 % | $10,486,107 | $10,752,670 | $266,563 | 2.54 % | $-43,712 | | | | | | News Article | History of Loring Wolcott And Coolidge Fiduciary Advisor Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Mcdonald Capital Investors Inc | Institution | 274,429 | Sold Some | -12,325 | -4.29 % | $14,681,952 | $15,055,175 | $373,223 | 2.54 % | $-16,762 | | | | | | News Article | History of Mcdonald Capital Investors Inc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Meyer Handelman Co | Institution | 38,300 | Sold Some | -900 | -2.29 % | $2,049,050 | $2,101,138 | $52,088 | 2.54 % | $-1,224 | | | | | | News Article | History of Meyer Handelman Co Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Mitsubishi Ufj Trust Banking Corp | No Data | 617,988 | Added More | 24,333 | 4.09 % | $33,062,358 | $33,902,822 | $840,464 | 2.54 % | $33,093 | | | | | | News Article | History of Mitsubishi Ufj Trust Banking Corp Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Weitz Wallace R And Co | Institution | 550,000 | No Change | 0 | 0 % | $29,425,000 | $30,173,000 | $748,000 | 2.54 % | $0 | | | | | | News Article | History of Weitz Wallace R And Co Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Weybosset Research And Management Llc | Institution | 4,550 | No Change | 0 | 0 % | $243,425 | $249,613 | $6,188 | 2.54 % | $0 | | | | | | News Article | History of Weybosset Research And Management Llc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Ymphony Asset Management Llc | Institution | 24,705 | Sold Some | -7,950 | -24.34 % | $1,321,718 | $1,355,316 | $33,599 | 2.54 % | $-10,812 | | | | | | News Article | History of Ymphony Asset Management Llc Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-08-31 | N-CSR | Ga Funds-Ssga Core Edge Equity Fund | No Data | 691 | New Holding | 691 | 100 % | $36,969 | $37,908 | $940 | 2.54 % | $940 | | | | | | News Article | History of Ga Funds-Ssga Core Edge Equity Fund Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-08-31 | N-CSR | Ga Funds-Ssga Disciplined Equity Fund | Specialty & Misc | 5,429 | New Holding | 5,429 | 100 % | $290,452 | $297,835 | $7,383 | 2.54 % | $7,383 | | | | | | News Article | History of Ga Funds-Ssga Disciplined Equity Fund Ownership Of United Parcel Service Inc |
| 2009-11-04 | 2009-08-31 | N-CSR | Ga Funds-Ssga Iam Shares Fund | Specialty & Misc | 15,714 | No Change | 0 | 0 % | $840,699 | $862,070 | $21,371 | 2.54 % | $0 | | | | | | News Article | History of Ga Funds-Ssga Iam Shares Fund Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Apg All Pensions Group | Institution | 3,012,931 | No Change | 0 | 0 % | $163,300,860 | $165,289,395 | $1,988,534 | 1.21 % | $0 | | | | | | News Article | History of Apg All Pensions Group Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR/A | Cohen Klingenstein Llc | No Data | 43,675 | No Change | 0 | 0 % | $2,367,185 | $2,396,011 | $28,826 | 1.21 % | $0 | | | | | | News Article | History of Cohen Klingenstein Llc Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Conning Asset Management Co | Institution | 35,121 | Sold Some | -11,741 | -25.05 % | $1,903,558 | $1,926,738 | $23,180 | 1.21 % | $-7,749 | | | | | | News Article | History of Conning Asset Management Co Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Duff And Phelps Investment Management Co | Institution | 18,130 | Added More | 430 | 2.42 % | $982,646 | $994,612 | $11,966 | 1.21 % | $284 | | | | | | News Article | History of Duff And Phelps Investment Management Co Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Ixis Asset Management Advisors L P | Institution | 29,854 | Added More | 2,071 | 7.45 % | $1,618,087 | $1,637,790 | $19,704 | 1.21 % | $1,367 | | | | | | News Article | History of Ixis Asset Management Advisors L P Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Kanaly Trust Co | Institution | 4,126 | New Holding | 4,126 | 100 % | $223,629 | $226,352 | $2,723 | 1.21 % | $2,723 | | | | | | News Article | History of Kanaly Trust Co Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | King Luther Capital Management Corp | Institution | 108,878 | Sold Some | -5,530 | -4.83 % | $5,901,188 | $5,973,047 | $71,859 | 1.21 % | $-3,650 | | | | | | News Article | History of King Luther Capital Management Corp Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Kylands Capital Llc | Institution | 950 | Sold Some | -100 | -9.52 % | $51,490 | $52,117 | $627 | 1.21 % | $-66 | | | | | | News Article | History of Kylands Capital Llc Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Lee Danner And Bass Inc | Institution | 69,720 | Sold Some | -350 | -0.49 % | $3,778,824 | $3,824,839 | $46,015 | 1.21 % | $-231 | | | | | | News Article | History of Lee Danner And Bass Inc Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Loyalis Financial Services Nv | Institution | 10,418 | No Change | 0 | 0 % | $564,656 | $571,531 | $6,876 | 1.21 % | $0 | | | | | | News Article | History of Loyalis Financial Services Nv Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | M And T Bank Corp | Institution | 211,365 | Sold Some | -4,237 | -1.96 % | $11,455,983 | $11,595,484 | $139,501 | 1.21 % | $-2,796 | | | | | | News Article | History of M And T Bank Corp Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Mid Continent Capital Llc | Institution | 4,825 | New Holding | 4,825 | 100 % | $261,515 | $264,700 | $3,185 | 1.21 % | $3,185 | | | | | | News Article | History of Mid Continent Capital Llc Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Papp L Roy And Associate | Institution | 48,866 | Added More | 6,651 | 15.75 % | $2,648,537 | $2,680,789 | $32,252 | 1.21 % | $4,390 | | | | | | News Article | History of Papp L Roy And Associate Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Peg Capital Management Inc Nh | Institution | 68,715 | New Holding | 68,715 | 100 % | $3,724,353 | $3,769,705 | $45,352 | 1.21 % | $45,352 | | | | | | News Article | History of Peg Capital Management Inc Nh Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Private Trust Co Na | Institution | | Sold All | -4,514 | -100 % | | | | 1.21 % | $-2,979 | | | | | | News Article | History of Private Trust Co Na Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 2,094,185 | Sold Some | -143,645 | -6.41 % | $113,504,827 | $114,886,989 | $1,382,162 | 1.21 % | $-94,806 | | | | | | News Article | History of Prudential Financial Inc Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Qwest Asset Management Co | Institution | 15,244 | No Change | 0 | 0 % | $826,225 | $836,286 | $10,061 | 1.21 % | $0 | | | | | | News Article | History of Qwest Asset Management Co Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Turner Investment Partners Inc | Institution | 250 | New Holding | 250 | 100 % | $13,550 | $13,715 | $165 | 1.21 % | $165 | | | | | | News Article | History of Turner Investment Partners Inc Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-08-31 | N-CSR | California Investment Trust-S And P 500 Index Fund | S&P 500 Index | 8,249 | Sold Some | -595 | -6.72 % | $447,096 | $452,540 | $5,444 | 1.21 % | $-393 | | | | | | News Article | History of California Investment Trust-S And P 500 Index Fund Ownership Of United Parcel Service Inc |
| 2009-11-03 | 2009-06-30 | 13F-HR/A | Cohen Klingenstein Llc | No Data | 43,675 | No Change | 0 | 0 % | $2,367,185 | $2,396,011 | $28,826 | 1.21 % | $0 | | | | | | News Article | History of Cohen Klingenstein Llc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Bbva Usa Bancshares Inc | Institution | 10,111 | Sold Some | -833 | -7.61 % | $546,095 | $554,689 | $8,594 | 1.57 % | $-708 | | | | | | News Article | History of Bbva Usa Bancshares Inc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Bryn Mawr Trust Co | Institution | 50 | No Change | 0 | 0 % | $2,701 | $2,743 | $43 | 1.57 % | $0 | | | | | | News Article | History of Bryn Mawr Trust Co Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Citizens Bank Wealth Management Na | Institution | 2,287 | Sold Some | -22 | -0.95 % | $123,521 | $125,465 | $1,944 | 1.57 % | $-19 | | | | | | News Article | History of Citizens Bank Wealth Management Na Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Dowling And Yahnke Inc | Institution | 34,364 | Sold Some | -462 | -1.32 % | $1,856,000 | $1,885,209 | $29,209 | 1.57 % | $-393 | | | | | | News Article | History of Dowling And Yahnke Inc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Advisers Inc | Institution | 4,646 | Added More | 539 | 13.12 % | $250,930 | $254,880 | $3,949 | 1.57 % | $458 | | | | | | News Article | History of Emerald Advisers Inc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Fny Managed Accounts Llc | Institution | 5,333 | New Holding | 5,333 | 100 % | $288,035 | $292,568 | $4,533 | 1.57 % | $4,533 | | | | | | News Article | History of Fny Managed Accounts Llc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ghp Investment Advisors Inc | Institution | 3,944 | Sold Some | -254 | -6.05 % | $213,015 | $216,368 | $3,352 | 1.57 % | $-216 | | | | | | News Article | History of Ghp Investment Advisors Inc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Golden Capital Management Llc | Institution | 65,245 | Added More | 7,700 | 13.38 % | $3,523,882 | $3,579,341 | $55,458 | 1.57 % | $6,545 | | | | | | News Article | History of Golden Capital Management Llc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Lane Douglas C And Associates Inc | Institution | 15,655 | Added More | 6,824 | 77.27 % | $845,527 | $858,833 | $13,307 | 1.57 % | $5,800 | | | | | | News Article | History of Lane Douglas C And Associates Inc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Lpl Financial Corp | Institution | 6,515 | New Holding | 6,515 | 100 % | $351,875 | $357,413 | $5,538 | 1.57 % | $5,538 | | | | | | News Article | History of Lpl Financial Corp Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Moody National Bank Trust Division | Institution | 13,295 | Sold Some | -1,540 | -10.38 % | $718,063 | $729,364 | $11,301 | 1.57 % | $-1,309 | | | | | | News Article | History of Moody National Bank Trust Division Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ncm Capital Advisers Inc | Institution | 6,149 | Added More | 2,843 | 85.99 % | $332,107 | $337,334 | $5,227 | 1.57 % | $2,417 | | | | | | News Article | History of Ncm Capital Advisers Inc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ncm Capital Management Group Inc | Institution | 155,378 | Added More | 18,197 | 13.26 % | $8,391,966 | $8,524,037 | $132,071 | 1.57 % | $15,467 | | | | | | News Article | History of Ncm Capital Management Group Inc Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Penn Mutual Life Insurance Co | Institution | 20,231 | Added More | 345 | 1.73 % | $1,092,676 | $1,109,873 | $17,196 | 1.57 % | $293 | | | | | | News Article | History of Penn Mutual Life Insurance Co Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutheran | Institution | 57,300 | Sold Some | -65,500 | -53.33 % | $3,094,773 | $3,143,478 | $48,705 | 1.57 % | $-55,675 | | | | | | News Article | History of Thrivent Financial For Lutheran Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-08-31 | N-CSRS | Fidelity Select Portfolios-Industrials Portfolio | Specialty & Misc | 47,500 | Added More | 11,000 | 30.13 % | $2,565,475 | $2,605,850 | $40,375 | 1.57 % | $9,350 | | | | | | News Article | History of Fidelity Select Portfolios-Industrials Portfolio Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-08-31 | N-CSRS | Fidelity Select Portfolios-Transportation Portfolio | Specialty & Misc | 96,100 | Sold Some | -262,900 | -73.23 % | $5,190,361 | $5,272,046 | $81,685 | 1.57 % | $-223,465 | | | | | | News Article | History of Fidelity Select Portfolios-Transportation Portfolio Ownership Of United Parcel Service Inc |
| 2009-11-02 | 2009-06-30 | 13F-HR/A | Yale Capital Corp | Institution | 80,191 | No Change | 0 | 0 % | $4,331,116 | $4,399,278 | $68,162 | 1.57 % | $0 | | | | | | News Article | History of Yale Capital Corp Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Clinton Group Inc | Institution | 14,549 | New Holding | 14,549 | 100 % | $780,990 | $798,158 | $17,168 | 2.19 % | $17,168 | | | | | | News Article | History of Clinton Group Inc Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Davidson Trust Co | Institution | 5,700 | New Holding | 5,700 | 100 % | $305,976 | $312,702 | $6,726 | 2.19 % | $6,726 | | | | | | News Article | History of Davidson Trust Co Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Edgemoor Capital Management Inc | Institution | 121,040 | Added More | 439 | 0.36 % | $6,497,427 | $6,640,254 | $142,827 | 2.19 % | $518 | | | | | | News Article | History of Edgemoor Capital Management Inc Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Fiduciary Management Associates Llc | Institution | 131,075 | Added More | 11,025 | 9.18 % | $7,036,106 | $7,190,775 | $154,669 | 2.19 % | $13,010 | | | | | | News Article | History of Fiduciary Management Associates Llc Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Financial And Investment Management Group Ltd | Institution | 9,077 | Sold Some | -800 | -8.09 % | $487,253 | $497,964 | $10,711 | 2.19 % | $-944 | | | | | | News Article | History of Financial And Investment Management Group Ltd Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | N-Q | Forum Funds-Auxier Focus Fund | Multi-Cap Value | 14,450 | No Change | 0 | 0 % | $775,676 | $792,727 | $17,051 | 2.19 % | $0 | | | | | | News Article | History of Forum Funds-Auxier Focus Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | General Electric Co | Institution | 99,512 | Added More | 17,952 | 22.01 % | $5,341,804 | $5,459,228 | $117,424 | 2.19 % | $21,183 | | | | | | News Article | History of General Electric Co Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | It Investment Associates Inc | Institution | 125,349 | Sold Some | -5,301 | -4.05 % | $6,728,734 | $6,876,646 | $147,912 | 2.19 % | $-6,255 | | | | | | News Article | History of It Investment Associates Inc Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | 42,649 | New Holding | 42,649 | 100 % | $2,289,398 | $2,339,724 | $50,326 | 2.19 % | $50,326 | | | | | | News Article | History of Oxford Asset Management Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Quantitative Investment Management Llc | Institution | 279,000 | New Holding | 279,000 | 100 % | $14,976,720 | $15,305,940 | $329,220 | 2.19 % | $329,220 | | | | | | News Article | History of Quantitative Investment Management Llc Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 854,978 | Sold Some | -3,870 | -0.45 % | $45,895,219 | $46,904,093 | $1,008,874 | 2.19 % | $-4,567 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Tocqueville Asset Management Lp | Institution | 283,990 | Added More | 39,760 | 16.27 % | $15,244,583 | $15,579,691 | $335,108 | 2.19 % | $46,917 | | | | | | News Article | History of Tocqueville Asset Management Lp Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Wesbanco Bank Inc | Institution | 7,742 | Sold Some | -60 | -0.76 % | $415,591 | $424,726 | $9,136 | 2.19 % | $-71 | | | | | | News Article | History of Wesbanco Bank Inc Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Yale Capital Corp | Institution | 80,191 | No Change | 0 | 0 % | $4,304,653 | $4,399,278 | $94,625 | 2.19 % | $0 | | | | | | News Article | History of Yale Capital Corp Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-CSRS | Amcap Fund Inc-Amcap Fund Inc | Multi-Cap Core | 2,820,000 | Sold Some | -380,000 | -11.87 % | $151,377,600 | $154,705,200 | $3,327,600 | 2.19 % | $-448,400 | | | | | | News Article | History of Amcap Fund Inc-Amcap Fund Inc Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Balanced Fund | Mixed-Asset Target Allocation Moderate | 101,600 | Added More | 41,000 | 67.65 % | $5,453,888 | $5,573,776 | $119,888 | 2.19 % | $48,380 | | | | | | News Article | History of Fidelity Advisor Series I-Balanced Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Growth Opportunities Fund | Large-Cap Core | 231,040 | Added More | 56,140 | 32.09 % | $12,402,227 | $12,674,854 | $272,627 | 2.19 % | $66,245 | | | | | | News Article | History of Fidelity Advisor Series I-Growth Opportunities Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Large Cap Fund | Large-Cap Core | 10,500 | New Holding | 10,500 | 100 % | $563,640 | $576,030 | $12,390 | 2.19 % | $12,390 | | | | | | News Article | History of Fidelity Advisor Series I-Large Cap Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Value Strategie | Multi-Cap Core | | Sold All | -20,400 | -100 % | | | | 2.19 % | $-24,072 | | | | | | News Article | History of Fidelity Advisor Series I-Value Strategie Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii-Fidelity Large Cap Growth Enhanced Index Fund | Large-Cap Growth | 4,200 | Added More | 1,320 | 45.83 % | $225,456 | $230,412 | $4,956 | 2.19 % | $1,558 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii-Fidelity Large Cap Growth Enhanced Index Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust-Fidelity 100 Index Fund | Specialty & Misc | 927,388 | Sold Some | -85,000 | -8.39 % | $49,782,188 | $50,876,506 | $1,094,318 | 2.19 % | $-100,300 | | | | | | News Article | History of Fidelity Commonwealth Trust-Fidelity 100 Index Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Mt Vernon Street Trust-Fidelity Growth Company Fund | Multi-Cap Growth | | Sold All | -1,004,800 | -100 % | | | | 2.19 % | $-1,185,664 | | | | | | News Article | History of Fidelity Mt Vernon Street Trust-Fidelity Growth Company Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Growth Fund Of America Inc-Growth Fund Of America Inc | Multi-Cap Growth | 20,188,500 | Sold Some | -1,200,000 | -5.61 % | $1,083,718,680 | $1,107,541,110 | $23,822,430 | 2.19 % | $-1,416,000 | | | | | | News Article | History of Growth Fund Of America Inc-Growth Fund Of America Inc Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Putnam Funds Trust-Putnam Global Consumer Fund | No Data | | Sold All | -1,051 | -100 % | | | | 2.19 % | $-1,240 | | | | | | News Article | History of Putnam Funds Trust-Putnam Global Consumer Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Vanguard Wellington Fund-Vanguard Wellington Fund | Mixed-Asset Target Allocation Growth | 4,262,100 | No Change | 0 | 0 % | $228,789,528 | $233,818,806 | $5,029,278 | 2.19 % | $0 | | | | | | News Article | History of Vanguard Wellington Fund-Vanguard Wellington Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund-Vanguard International Growth Fund | International Large-Cap Core | | Sold All | -404,000 | -100 % | | | | 2.19 % | $-476,720 | | | | | | News Article | History of Vanguard World Fund-Vanguard International Growth Fund Ownership Of United Parcel Service Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund-Vanguard Mega Cap 300 Index Fund | No Data | 25,368 | Added More | 2,202 | 9.50 % | $1,361,754 | $1,391,688 | $29,934 | 2.19 % | $2,598 | | | | | | News Article | History of Vanguard World Fund-Vanguard Mega Cap 300 Index Fund Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Auxier Asset Management | Institution | 5,858 | No Compare | | | $321,839 | $321,370 | $-469 | -0.14 % | | | | | | | News Article | History of Auxier Asset Management Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Burnham Asset Management Corp | Institution | 12,200 | Sold Some | -2,700 | -18.12 % | $670,268 | $669,292 | $-976 | -0.14 % | $216 | | | | | | News Article | History of Burnham Asset Management Corp Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 676,821 | Added More | 22,737 | 3.47 % | $37,184,546 | $37,130,400 | $-54,146 | -0.14 % | $-1,819 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Giovine Capital Group Llc | Institution | 200,000 | New Holding | 200,000 | 100 % | $10,988,000 | $10,972,000 | $-16,000 | -0.14 % | $-16,000 | | | | | | News Article | History of Giovine Capital Group Llc Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Haven Capital Management Llc | Institution | 16,175 | Sold Some | -1,355 | -7.72 % | $888,655 | $887,361 | $-1,294 | -0.14 % | $108 | | | | | | News Article | History of Haven Capital Management Llc Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Meridian Management Co | Institution | 16,350 | No Change | 0 | 0 % | $898,269 | $896,961 | $-1,308 | -0.14 % | $0 | | | | | | News Article | History of Meridian Management Co Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Monarch Capital Management Inc | Institution | 21,852 | Added More | 1,003 | 4.81 % | $1,200,549 | $1,198,801 | $-1,748 | -0.14 % | $-80 | | | | | | News Article | History of Monarch Capital Management Inc Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Ontario Teachers Pension Plan Board | Institution | 23,521 | No Change | 0 | 0 % | $1,292,244 | $1,290,362 | $-1,882 | -0.14 % | $0 | | | | | | News Article | History of Ontario Teachers Pension Plan Board Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Prudential Corp Plc | Institution | | Sold All | -213,009 | -100 % | | | | -0.14 % | $17,041 | | | | | | News Article | History of Prudential Corp Plc Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Warthmore Group Inc | Institution | 85,150 | Added More | 61,650 | 262.34 % | $4,678,141 | $4,671,329 | $-6,812 | -0.14 % | $-4,932 | | | | | | News Article | History of Warthmore Group Inc Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Capital World Growth And Income Fund Inc-Capital World Growth And Income Fund Inc | Multi-Cap Growth | 7,610,100 | No Change | 0 | 0 % | $418,098,894 | $417,490,086 | $-608,808 | -0.14 % | $0 | | | | | | News Article | History of Capital World Growth And Income Fund Inc-Capital World Growth And Income Fund Inc Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De-Evergreen Market Index Fund | Specialty & Misc | 28,957 | Sold Some | -52 | -0.17 % | $1,590,898 | $1,588,581 | $-2,317 | -0.14 % | $4 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Market Index Fund Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De-Evergreen Market Index Growth Fund | Multi-Cap Growth | 61,982 | Sold Some | -5,642 | -8.34 % | $3,405,291 | $3,400,333 | $-4,959 | -0.14 % | $451 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Market Index Growth Fund Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-08-31 | N-Q | New Economy Fund-New Economy Fund | Multi-Cap Growth | 650,000 | Sold Some | -107,000 | -14.13 % | $35,711,000 | $35,659,000 | $-52,000 | -0.14 % | $8,560 | | | | | | News Article | History of New Economy Fund-New Economy Fund Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Unified Series Trust-Marathon Value Portfolio | Multi-Cap Value | | Sold All | -9,000 | -100 % | | | | -0.14 % | $720 | | | | | | News Article | History of Unified Series Trust-Marathon Value Portfolio Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Asset Allocation Fund | Specialty & Misc | 6,283 | Added More | 676 | 12.05 % | $345,188 | $344,685 | $-503 | -0.14 % | $-54 | | | | | | News Article | History of Valic Co I-Asset Allocation Fund Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Global Strategy Fund | Global Flex Port | 35,370 | No Change | 0 | 0 % | $1,943,228 | $1,940,398 | $-2,830 | -0.14 % | $0 | | | | | | News Article | History of Valic Co I-Global Strategy Fund Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Value Fund | Multi-Cap Value | 29,793 | Sold Some | -54,848 | -64.80 % | $1,636,827 | $1,634,444 | $-2,383 | -0.14 % | $4,388 | | | | | | News Article | History of Valic Co I-Value Fund Ownership Of United Parcel Service Inc |
| 2009-10-29 | 2009-06-30 | 13F-HR/A | Huntington National Bank | Institution | 78,381 | Added More | 8,444 | 12.07 % | $4,306,252 | $4,299,982 | $-6,270 | -0.14 % | $-676 | | | | | | News Article | History of Huntington National Bank Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Argyle Capital Management Inc | Institution | 41,700 | No Change | 0 | 0 % | $2,267,229 | $2,287,662 | $20,433 | 0.90 % | $0 | | | | | | News Article | History of Argyle Capital Management Inc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Capital City Trust Co | Institution | 21 | New Holding | 21 | 100 % | $1,142 | $1,152 | $10 | 0.90 % | $10 | | | | | | News Article | History of Capital City Trust Co Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Carl Domino Inc | Institution | 25,825 | Added More | 185 | 0.72 % | $1,404,105 | $1,416,760 | $12,654 | 0.90 % | $91 | | | | | | News Article | History of Carl Domino Inc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Chevy Chase Trust Holdings Inc | No Data | 950,448 | Sold Some | -29,318 | -2.99 % | $51,675,858 | $52,141,577 | $465,720 | 0.90 % | $-14,366 | | | | | | News Article | History of Chevy Chase Trust Holdings Inc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Community Trust And Investment Co | Institution | 35,030 | Sold Some | -315 | -0.89 % | $1,904,581 | $1,921,746 | $17,165 | 0.90 % | $-154 | | | | | | News Article | History of Community Trust And Investment Co Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Courier Capital Corp | Institution | 22,675 | No Compare | | | $1,232,840 | $1,243,951 | $11,111 | 0.90 % | | | | | | | News Article | History of Courier Capital Corp Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Davenport And Co Llc | Institution | 18,857,160 | New Holding | 18,857,160 | 100 % | $1,025,263,789 | $1,034,503,798 | $9,240,008 | 0.90 % | $9,240,008 | | | | | | News Article | History of Davenport And Co Llc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Entry Investment Management Inc | Institution | 101,700 | New Holding | 101,700 | 100 % | $5,529,429 | $5,579,262 | $49,833 | 0.90 % | $49,833 | | | | | | News Article | History of Entry Investment Management Inc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Guaranty Trust Co Of Missouri | Institution | 5,030 | Sold Some | -200 | -3.82 % | $273,481 | $275,946 | $2,465 | 0.90 % | $-98 | | | | | | News Article | History of Guaranty Trust Co Of Missouri Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Macatawa Bank Corp | Institution | 15,857 | Sold Some | -600 | -3.64 % | $862,145 | $869,915 | $7,770 | 0.90 % | $-294 | | | | | | News Article | History of Macatawa Bank Corp Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Maple Securities Usa Inc | Institution | 13,673 | Added More | 6,873 | 101.07 % | $743,401 | $750,101 | $6,700 | 0.90 % | $3,368 | | | | | | News Article | History of Maple Securities Usa Inc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Mu Investments Co Ltd | No Data | 3,880 | No Compare | | | $210,956 | $212,857 | $1,901 | 0.90 % | | | | | | | News Article | History of Mu Investments Co Ltd Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Niederhoffer R G Capital Management Inc | Institution | 12,000 | New Holding | 12,000 | 100 % | $652,440 | $658,320 | $5,880 | 0.90 % | $5,880 | | | | | | News Article | History of Niederhoffer R G Capital Management Inc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Pf Beheer Bv | Institution | 15,500 | No Change | 0 | 0 % | $842,735 | $850,330 | $7,595 | 0.90 % | $0 | | | | | | News Article | History of Pf Beheer Bv Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Pirit Of America Management Corpny | Institution | 3,526 | Added More | 1,300 | 58.40 % | $191,709 | $193,436 | $1,728 | 0.90 % | $637 | | | | | | News Article | History of Pirit Of America Management Corpny Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Prentiss Smith And Co Inc | Institution | 958 | No Change | 0 | 0 % | $52,086 | $52,556 | $469 | 0.90 % | $0 | | | | | | News Article | History of Prentiss Smith And Co Inc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Quotient Investors Llc | No Data | 5,700 | No Compare | | | $309,909 | $312,702 | $2,793 | 0.90 % | | | | | | | News Article | History of Quotient Investors Llc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Sandy Spring Bank | No Data | 10,963 | Added More | 4,140 | 60.67 % | $596,058 | $601,430 | $5,372 | 0.90 % | $2,029 | | | | | | News Article | History of Sandy Spring Bank Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Wallington Asset Management Llc | Institution | 390 | Added More | 290 | 290.00 % | $21,204 | $21,395 | $191 | 0.90 % | $142 | | | | | | News Article | History of Wallington Asset Management Llc Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Yacktman Asset Management Co | Institution | 33,706 | No Change | 0 | 0 % | $1,832,595 | $1,849,111 | $16,516 | 0.90 % | $0 | | | | | | News Article | History of Yacktman Asset Management Co Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-08-31 | N-Q | American Century Strategic Asset Allocations Inc-Newton Fund | Small-Cap Core | 125,651 | Added More | 46,001 | 57.75 % | $6,831,645 | $6,893,214 | $61,569 | 0.90 % | $22,540 | | | | | | News Article | History of American Century Strategic Asset Allocations Inc-Newton Fund Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-08-31 | N-Q | American Century World Mutual Funds Inc-Global Growth Fund | Global Large-Cap Growth | 77,650 | Added More | 31,870 | 69.61 % | $4,221,831 | $4,259,879 | $38,049 | 0.90 % | $15,616 | | | | | | News Article | History of American Century World Mutual Funds Inc-Global Growth Fund Ownership Of United Parcel Service Inc |
| 2009-10-28 | 2009-08-31 | N-CSRS | Fidelity Concord Street Trust-Spartan International Index Fund | Global Flex Port | | Sold All | -2,286,637 | -100 % | | | | 0.90 % | $-1,120,452 | | | | | | News Article | History of Fidelity Concord Street Trust-Spartan International Index Fund Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Abal Trust Co | Institution | 6,000 | Sold Some | -1,167 | -16.28 % | $327,000 | $329,160 | $2,160 | 0.66 % | $-420 | | | | | | News Article | History of Abal Trust Co Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Aull Monroe Investment Management Corp | Institution | 31,910 | Sold Some | -950 | -2.89 % | $1,739,095 | $1,750,583 | $11,488 | 0.66 % | $-342 | | | | | | News Article | History of Aull Monroe Investment Management Corp Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Deroy And Devereaux Private Investment Counsel Inc | Institution | 3,800 | New Holding | 3,800 | 100 % | $207,100 | $208,468 | $1,368 | 0.66 % | $1,368 | | | | | | News Article | History of Deroy And Devereaux Private Investment Counsel Inc Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Dupont Capital Management | Institution | 123,760 | Sold Some | -40,690 | -24.74 % | $6,744,920 | $6,789,474 | $44,554 | 0.66 % | $-14,648 | | | | | | News Article | History of Dupont Capital Management Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Eaward Management Corp | Institution | 4,383 | New Holding | 4,383 | 100 % | $238,874 | $240,451 | $1,578 | 0.66 % | $1,578 | | | | | | News Article | History of Eaward Management Corp Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | First Manhattan Co | Institution | 327,970 | Added More | 14,325 | 4.56 % | $17,874,365 | $17,992,434 | $118,069 | 0.66 % | $5,157 | | | | | | News Article | History of First Manhattan Co Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Forward Management Llc | Institution | 220 | Sold Some | -15,069 | -98.56 % | $11,990 | $12,069 | $79 | 0.66 % | $-5,425 | | | | | | News Article | History of Forward Management Llc Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Hl Financial Services Llc | Institution | 5,785 | Added More | 1,400 | 31.92 % | $315,283 | $317,365 | $2,083 | 0.66 % | $504 | | | | | | News Article | History of Hl Financial Services Llc Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Holland Capital Management L P | Institution | 196,100 | Sold Some | -900 | -0.45 % | $10,687,450 | $10,758,046 | $70,596 | 0.66 % | $-324 | | | | | | News Article | History of Holland Capital Management L P Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Igma Investment Counselors Inc | Institution | 232,025 | No Change | 0 | 0 % | $12,645,363 | $12,728,892 | $83,529 | 0.66 % | $0 | | | | | | News Article | History of Igma Investment Counselors Inc Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Investors Capital Advisory Service | Institution | 17,992 | New Holding | 17,992 | 100 % | $980,564 | $987,041 | $6,477 | 0.66 % | $6,477 | | | | | | News Article | History of Investors Capital Advisory Service Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Kr Capital Advisors Inc | Institution | 348,266 | Sold Some | -45,340 | -11.51 % | $18,980,497 | $19,105,873 | $125,376 | 0.66 % | $-16,322 | | | | | | News Article | History of Kr Capital Advisors Inc Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Northwest Investment Counselors Llc | Institution | 19,903 | Sold Some | -2,193 | -9.92 % | $1,084,714 | $1,091,879 | $7,165 | 0.66 % | $-789 | | | | | | News Article | History of Northwest Investment Counselors Llc Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Parametric Risk Advisors Llc | Institution | 140,000 | New Holding | 140,000 | 100 % | $7,630,000 | $7,680,400 | $50,400 | 0.66 % | $50,400 | | | | | | News Article | History of Parametric Risk Advisors Llc Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Rothschild Capital Management Llc | No Data | 184,600 | Sold Some | -1,500 | -0.80 % | $10,060,700 | $10,127,156 | $66,456 | 0.66 % | $-540 | | | | | | News Article | History of Rothschild Capital Management Llc Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | T Germain D J Co Inc | Institution | 193,513 | No Compare | | | $10,546,459 | $10,616,123 | $69,665 | 0.66 % | | | | | | | News Article | History of T Germain D J Co Inc Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Thomas White International Ltd | Institution | 65 | No Change | 0 | 0 % | $3,543 | $3,566 | $23 | 0.66 % | $0 | | | | | | News Article | History of Thomas White International Ltd Ownership Of United Parcel Service Inc |
| 2009-10-27 | 2009-09-30 | 13F-HR | Tower Bridge Advisor | Institution | 17,450 | Sold Some | -5,636 | -24.41 % | $951,025 | $957,307 | $6,282 | 0.66 % | $-2,029 | | | | | | News Article | History of Tower Bridge Advisor Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-09-30 | 13F-HR | Grace And White Inc | Institution | 94,190 | No Change | 0 | 0 % | $5,135,239 | $5,167,263 | $32,025 | 0.62 % | $0 | | | | | | News Article | History of Grace And White Inc Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-09-30 | 13F-HR | Grimes And Company Inc | Institution | 36,815 | Added More | 1,355 | 3.82 % | $2,007,154 | $2,019,671 | $12,517 | 0.62 % | $461 | | | | | | News Article | History of Grimes And Company Inc Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange Traded Fund Trust-Claymoremorningstar Services Super Sector Index Etf | Specialty & Misc | 384 | No Change | 0 | 0 % | $20,936 | $21,066 | $131 | 0.62 % | $0 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust-Claymoremorningstar Services Super Sector Index Etf Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Federated Income Securities Trust-Federated Capital Income Fund | Equity Income | | Sold All | -12,795 | -100 % | | | | 0.62 % | $-4,350 | | | | | | News Article | History of Federated Income Securities Trust-Federated Capital Income Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Equity Trust-Ing Convertible Fund | Specialty & Misc | 25,600 | New Holding | 25,600 | 100 % | $1,395,712 | $1,404,416 | $8,704 | 0.62 % | $8,704 | | | | | | News Article | History of Ing Equity Trust-Ing Convertible Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Equity Trust-Ing Index Plus Largecap Equity Fund | Large-Cap Core | 1,400 | New Holding | 1,400 | 100 % | $76,328 | $76,804 | $476 | 0.62 % | $476 | | | | | | News Article | History of Ing Equity Trust-Ing Index Plus Largecap Equity Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Balanced Fund | Mixed-Asset Target Allocation Moderate | 2,300 | New Holding | 2,300 | 100 % | $125,396 | $126,178 | $782 | 0.62 % | $782 | | | | | | News Article | History of Ing Series Fund Inc-Ing Balanced Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Corporate Leaders 100 Fund | No Data | 1,550 | New Holding | 1,550 | 100 % | $84,506 | $85,033 | $527 | 0.62 % | $527 | | | | | | News Article | History of Ing Series Fund Inc-Ing Corporate Leaders 100 Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Index Plus Largecap Fund | Large-Cap Core | 14,100 | Sold Some | -18,600 | -56.88 % | $768,732 | $773,526 | $4,794 | 0.62 % | $-6,324 | | | | | | News Article | History of Ing Series Fund Inc-Ing Index Plus Largecap Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2010 Exchange-Traded Fund | Mixed-Asset Target 2010 Funds | | Sold All | -361 | -100 % | | | | 0.62 % | $-123 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2010 Exchange-Traded Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2020 Exchange-Traded Fund | Mixed-Asset Target 2020 Funds | | Sold All | -2,136 | -100 % | | | | 0.62 % | $-726 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2020 Exchange-Traded Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2030 Exchange-Traded Fund | Mixed-Asset Target 2030 Funds | | Sold All | -2,546 | -100 % | | | | 0.62 % | $-866 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2030 Exchange-Traded Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2040 Exchange-Traded Fund | Mixed-Asset Target 2030+ Funds | | Sold All | -2,828 | -100 % | | | | 0.62 % | $-962 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2040 Exchange-Traded Fund Ownership Of United Parcel Service Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence In-Target Exchange-Traded Fund | Specialty & Misc | | Sold All | -270 | -100 % | | | | 0.62 % | $-92 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence In-Target Exchange-Traded Fund Ownership Of United Parcel Service Inc |
| 2009-10-23 | 2009-08-31 | N-Q | Performance Funds Trust-Large Cap | Large-Cap Core | 5,500 | Sold Some | -3,500 | -38.88 % | $306,350 | $301,730 | $-4,620 | -1.50 % | $2,940 | | | | | | News Article | History of Performance Funds Trust-Large Cap Ownership Of United Parcel Service Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | 1,028,666 | Added More | 571,838 | 125.17 % | $58,736,829 | $56,432,617 | $-2,304,212 | -3.92 % | $-1,280,917 | | | | | | News Article | History of Blackrock Inc Ownership Of United Parcel Service Inc |
| 2009-10-09 | 2009-07-31 | N-CSR | Ishares Trust-Ishares Nyse 100 Index Fund | Specialty & Misc | 9,165 | Sold Some | -713 | -7.21 % | $512,965 | $502,792 | $-10,173 | -1.98 % | $791 | | | | | | News Article | History of Ishares Trust-Ishares Nyse 100 Index Fund Ownership Of United Parcel Service Inc |
| 2009-10-09 | 2009-07-31 | N-CSR | Lord Abbett Large Cap Growth Fund-Lord Abbett Large Cap Growth Fund | Large-Cap Growth | 37,000 | No Change | 0 | 0 % | $2,070,890 | $2,029,820 | $-41,070 | -1.98 % | $0 | | | | | | News Article | History of Lord Abbett Large Cap Growth Fund-Lord Abbett Large Cap Growth Fund Ownership Of United Parcel Service Inc |
| 2009-10-08 | 2009-07-31 | N-CSR | Morgan Stanley Series Funds-Morgan Stanley Commodities Alpha Fund | No Data | | Sold All | -500 | -100 % | | | | -2.60 % | $735 | | | | | | News Article | History of Morgan Stanley Series Funds-Morgan Stanley Commodities Alpha Fund Ownership Of United Parcel Service Inc |
| 2009-10-07 | 2009-07-31 | N-CSR | Fidelity Advisor Series Vii-Fidelity Advisor Industrials Fund | Specialty & Misc | 158,600 | Added More | 82,100 | 107.32 % | $8,822,918 | $8,700,796 | $-122,122 | -1.38 % | $-63,217 | | | | | | News Article | History of Fidelity Advisor Series Vii-Fidelity Advisor Industrials Fund Ownership Of United Parcel Service Inc |
| 2009-10-07 | 2009-07-31 | N-CSRS | Fidelity Devonshire Trust-Fidelity Series All-Sector Equity Fund | No Data | 716,400 | Added More | 295,600 | 70.24 % | $39,853,332 | $39,301,704 | $-551,628 | -1.38 % | $-227,612 | | | | | | News Article | History of Fidelity Devonshire Trust-Fidelity Series All-Sector Equity Fund Ownership Of United Parcel Service Inc |
| 2009-10-07 | 2009-07-31 | N-CSRS | Unamerica Series Trust-Equity Opportunities Portfolio | Specialty & Misc | 24,570 | No Compare | | | $1,366,829 | $1,347,910 | $-18,919 | -1.38 % | | | | | | | News Article | History of Unamerica Series Trust-Equity Opportunities Portfolio Ownership Of United Parcel Service Inc |
| 2009-10-07 | 2009-07-31 | N-CSRS | Unamerica Series Trust-Mfs Total Return Portfolio | Specialty & Misc | 26,290 | Sold Some | -850 | -3.13 % | $1,462,513 | $1,442,269 | $-20,243 | -1.38 % | $655 | | | | | | News Article | History of Unamerica Series Trust-Mfs Total Return Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-30 | 2009-07-31 | N-CSR | Endowments De-Growth And Income Portfolio | Multi-Cap Growth | 10,000 | No Change | 0 | 0 % | $564,700 | $548,600 | $-16,100 | -2.85 % | $0 | | | | | | News Article | History of Endowments De-Growth And Income Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-30 | 2009-07-31 | N-CSR | Income Fund Of America Inc-Income Fund Of America Inc | Equity Income | 2,650,000 | Sold Some | -4,680,000 | -63.84 % | $149,645,500 | $145,379,000 | $-4,266,500 | -2.85 % | $7,534,800 | | | | | | News Article | History of Income Fund Of America Inc-Income Fund Of America Inc Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Balanced Fund | Mixed-Asset Target Allocation Growth | 30,783 | Sold Some | -176 | -0.56 % | $1,747,859 | $1,688,755 | $-59,103 | -3.38 % | $338 | | | | | | News Article | History of American Century Mutual Funds Inc-Balanced Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Capital Growth Fund | Large-Cap Growth | 5,300 | New Holding | 5,300 | 100 % | $300,934 | $290,758 | $-10,176 | -3.38 % | $-10,176 | | | | | | News Article | History of American Century Mutual Funds Inc-Capital Growth Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Focused Growth Fund | Large-Cap Growth | 1,780 | New Holding | 1,780 | 100 % | $101,068 | $97,651 | $-3,418 | -3.38 % | $-3,418 | | | | | | News Article | History of American Century Mutual Funds Inc-Focused Growth Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Giftrust Fund | Specialty & Misc | 173,873 | New Holding | 173,873 | 100 % | $9,872,509 | $9,538,673 | $-333,836 | -3.38 % | $-333,836 | | | | | | News Article | History of American Century Mutual Funds Inc-Giftrust Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Growth Fund | Large-Cap Growth | 702,900 | New Holding | 702,900 | 100 % | $39,910,662 | $38,561,094 | $-1,349,568 | -3.38 % | $-1,349,568 | | | | | | News Article | History of American Century Mutual Funds Inc-Growth Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Ultra Fund | Large-Cap Growth | | Sold All | -310,000 | -100 % | | | | -3.38 % | $595,200 | | | | | | News Article | History of American Century Mutual Funds Inc-Ultra Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Asset Management Fund-Large Cap Equity Fund | Large-Cap Value | 45,000 | New Holding | 45,000 | 100 % | $2,555,100 | $2,468,700 | $-86,400 | -3.38 % | $-86,400 | | | | | | News Article | History of Asset Management Fund-Large Cap Equity Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-International Core Equity Portfolio | International Small-Mid-Cap Value | 151,881 | Added More | 149,381 | 5975.24 % | $8,623,803 | $8,332,192 | $-291,612 | -3.38 % | $-286,812 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-International Core Equity Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio | No Data | 2,600 | New Holding | 2,600 | 100 % | $147,628 | $142,636 | $-4,992 | -3.38 % | $-4,992 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Trust Co-Global Large Company Serie | Large-Cap Core | 371,489 | New Holding | 371,489 | 100 % | $21,093,145 | $20,379,887 | $-713,259 | -3.38 % | $-713,259 | | | | | | News Article | History of Dfa Investment Trust Co-Global Large Company Serie Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Advisor Series I-Value Fund | Multi-Cap Value | 10,600 | Sold Some | -1,800 | -14.51 % | $601,868 | $581,516 | $-20,352 | -3.38 % | $3,456 | | | | | | News Article | History of Fidelity Advisor Series I-Value Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Advisor Series Viii-Value Leaders Fund | Multi-Cap Core | 1,600 | Sold Some | -3,700 | -69.81 % | $90,848 | $87,776 | $-3,072 | -3.38 % | $7,104 | | | | | | News Article | History of Fidelity Advisor Series Viii-Value Leaders Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Commonwealth Trust-Spartan 500 Index Fund | S&P 500 Index | | Sold All | -1,387,353 | -100 % | | | | -3.38 % | $2,663,718 | | | | | | News Article | History of Fidelity Commonwealth Trust-Spartan 500 Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Goldman Sachs Trust-Goldman Sachs Structured International Equity Fund | Gold Oriented | | Sold All | -90,207 | -100 % | | | | -3.38 % | $173,197 | | | | | | News Article | History of Goldman Sachs Trust-Goldman Sachs Structured International Equity Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Ii Inc-Hartford Value Opportunities Fund | Multi-Cap Value | 23 | Added More | 2 | 9.52 % | $1,306 | $1,262 | $-44 | -3.38 % | $-4 | | | | | | News Article | History of Hartford Mutual Funds Ii Inc-Hartford Value Opportunities Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Incct-Hartford Advisers Fund | Mixed-Asset Target Allocation Growth | 145 | Sold Some | -16 | -9.93 % | $8,233 | $7,955 | $-278 | -3.38 % | $31 | | | | | | News Article | History of Hartford Mutual Funds Incct-Hartford Advisers Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Incct-Hartford Balanced Income Fund | Mixed-Asset Target Allocation Moderate | | Sold All | -3 | -100 % | | | | -3.38 % | $6 | | | | | | News Article | History of Hartford Mutual Funds Incct-Hartford Balanced Income Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Incct-Hartford Capital Appreciation Ii Fund | Multi-Cap Growth | 98 | Added More | 8 | 8.88 % | $5,564 | $5,376 | $-188 | -3.38 % | $-15 | | | | | | News Article | History of Hartford Mutual Funds Incct-Hartford Capital Appreciation Ii Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Incct-Hartford Dividend And Growth Fund | Equity Income | 383 | New Holding | 383 | 100 % | $21,747 | $21,011 | $-735 | -3.38 % | $-735 | | | | | | News Article | History of Hartford Mutual Funds Incct-Hartford Dividend And Growth Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Incct-Hartford Stock Fund | Large-Cap Core | 97 | Sold Some | -12 | -11.00 % | $5,508 | $5,321 | $-186 | -3.38 % | $23 | | | | | | News Article | History of Hartford Mutual Funds Incct-Hartford Stock Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Incct-Hartford Value Fund | Large-Cap Value | 51 | New Holding | 51 | 100 % | $2,896 | $2,798 | $-98 | -3.38 % | $-98 | | | | | | News Article | History of Hartford Mutual Funds Incct-Hartford Value Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Dow Jones Transportation Average Index Fund | Specialty & Misc | 518,555 | Added More | 54,846 | 11.82 % | $29,443,553 | $28,447,927 | $-995,626 | -3.38 % | $-105,304 | | | | | | News Article | History of Ishares Trust-Ishares Dow Jones Transportation Average Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Kld 400 Social Index Fund | Specialty & Misc | 11,792 | Sold Some | -4,005 | -25.35 % | $669,550 | $646,909 | $-22,641 | -3.38 % | $7,690 | | | | | | News Article | History of Ishares Trust-Ishares Kld 400 Social Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Kld Select Social Index Fund | Specialty & Misc | 10,706 | No Compare | | | $607,887 | $587,331 | $-20,556 | -3.38 % | | | | | | | News Article | History of Ishares Trust-Ishares Kld Select Social Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Morningstar Large Core Index Fund | Large-Cap Core | 63,257 | Added More | 7,955 | 14.38 % | $3,591,732 | $3,470,279 | $-121,453 | -3.38 % | $-15,274 | | | | | | News Article | History of Ishares Trust-Ishares Morningstar Large Core Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Balanced Fund | Mixed-Asset Target Allocation Moderate | | Sold All | -288,200 | -100 % | | | | -3.38 % | $553,344 | | | | | | News Article | History of Janus Investment Fund-Janus Balanced Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-CSR | Janus Investment Fund-Janus Forty Fund | No Data | 1,212,150 | No Compare | | | $68,825,877 | $66,498,549 | $-2,327,328 | -3.38 % | | | | | | | News Article | History of Janus Investment Fund-Janus Forty Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Fund | Large-Cap Growth | 1,636,394 | Sold Some | -653,649 | -28.54 % | $92,914,451 | $89,772,575 | $-3,141,876 | -3.38 % | $1,255,006 | | | | | | News Article | History of Janus Investment Fund-Janus Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Global Research Fund | Global Flex Port | 38,372 | Added More | 4,675 | 13.87 % | $2,178,762 | $2,105,088 | $-73,674 | -3.38 % | $-8,976 | | | | | | News Article | History of Janus Investment Fund-Janus Global Research Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Overseas Fund | International Multi-Cap Growth | 297,289 | New Holding | 297,289 | 100 % | $16,880,069 | $16,309,275 | $-570,795 | -3.38 % | $-570,795 | | | | | | News Article | History of Janus Investment Fund-Janus Overseas Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Research Fund | Global Multi-Cap Growth | 453,095 | Sold Some | -58,585 | -11.44 % | $25,726,734 | $24,856,792 | $-869,942 | -3.38 % | $112,483 | | | | | | News Article | History of Janus Investment Fund-Janus Research Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Twenty Fund | Large-Cap Growth | 2,123,970 | No Change | 0 | 0 % | $120,599,017 | $116,520,994 | $-4,078,022 | -3.38 % | $0 | | | | | | News Article | History of Janus Investment Fund-Janus Twenty Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Worldwide Fund | Global Large-Cap Growth | | Sold All | -332,040 | -100 % | | | | -3.38 % | $637,517 | | | | | | News Article | History of Janus Investment Fund-Janus Worldwide Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust-Jackson Perspective Index 5 Fund | Specialty & Misc | 944 | Sold Some | -86 | -8.34 % | $53,600 | $51,788 | $-1,812 | -3.38 % | $165 | | | | | | News Article | History of Jnl Investors Series Trust-Jackson Perspective Index 5 Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Common Stock Fund | Large-Cap Core | 59,878 | Added More | 49,085 | 454.78 % | $3,399,873 | $3,284,907 | $-114,966 | -3.38 % | $-94,243 | | | | | | News Article | History of Mainstay Funds-Mainstay Common Stock Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Equity Index Fund | Specialty & Misc | 25,080 | Sold Some | -1,489 | -5.60 % | $1,424,042 | $1,375,889 | $-48,154 | -3.38 % | $2,859 | | | | | | News Article | History of Mainstay Funds-Mainstay Equity Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Managers Trust I-Managers Fremont Global Fund | Global Flex Port | 1,600 | No Change | 0 | 0 % | $90,848 | $87,776 | $-3,072 | -3.38 % | $0 | | | | | | News Article | History of Managers Trust I-Managers Fremont Global Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Meehan Mutual Funds Inc-Meehan Mutual Funds Inc | Specialty & Misc | | Sold All | -15,000 | -100 % | | | | -3.38 % | $28,800 | | | | | | News Article | History of Meehan Mutual Funds Inc-Meehan Mutual Funds Inc Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-CSR | Putnam Investment Funds-Putnam Research Fund | No Data | 20,000 | New Holding | 20,000 | 100 % | $1,135,600 | $1,097,200 | $-38,400 | -3.38 % | $-38,400 | | | | | | News Article | History of Putnam Investment Funds-Putnam Research Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-Emerging Markets Fund | Emerging Markets | 24,990 | New Holding | 24,990 | 100 % | $1,418,932 | $1,370,951 | $-47,981 | -3.38 % | $-47,981 | | | | | | News Article | History of Russell Investment Co-Emerging Markets Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-International Fund | International Multi-Cap Core | | Sold All | -32,850 | -100 % | | | | -3.38 % | $63,072 | | | | | | News Article | History of Russell Investment Co-International Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-Quantitative Equity Fund | Multi-Cap Core | 12,500 | New Holding | 12,500 | 100 % | $709,750 | $685,750 | $-24,000 | -3.38 % | $-24,000 | | | | | | News Article | History of Russell Investment Co-Quantitative Equity Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-Select Value Fund | Multi-Cap Value | 12,800 | New Holding | 12,800 | 100 % | $726,784 | $702,208 | $-24,576 | -3.38 % | $-24,576 | | | | | | News Article | History of Russell Investment Co-Select Value Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Van Kampen Trust Ii-Global Tactical Asset Allocation Fund | No Data | 300 | Sold Some | -100 | -25.00 % | $17,034 | $16,458 | $-576 | -3.38 % | $192 | | | | | | News Article | History of Van Kampen Trust Ii-Global Tactical Asset Allocation Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund | No Data | 14,620 | Added More | 2,960 | 25.38 % | $830,124 | $802,053 | $-28,070 | -3.38 % | $-5,683 | | | | | | News Article | History of Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-29 | 2009-07-31 | N-CSRS | Vanguard Specialized Funds-Vanguard Dividend Growth Fund | Multi-Cap Growth | 1,124,900 | Added More | 56,300 | 5.26 % | $63,871,822 | $61,712,014 | $-2,159,808 | -3.38 % | $-108,096 | | | | | | News Article | History of Vanguard Specialized Funds-Vanguard Dividend Growth Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | American Mutual Fund Inc-American Mutual Fund Inc | Multi-Cap Value | 3,550,000 | No Change | 0 | 0 % | $204,586,500 | $194,753,000 | $-9,833,500 | -4.80 % | $0 | | | | | | News Article | History of American Mutual Fund Inc-American Mutual Fund Inc Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Chwab Capital Trust-Schwab Fundamental Us Large Company Index Fund | Large-Cap Core | 27,980 | Sold Some | -9,200 | -24.74 % | $1,612,487 | $1,534,983 | $-77,505 | -4.80 % | $25,484 | | | | | | News Article | History of Chwab Capital Trust-Schwab Fundamental Us Large Company Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Chwab Capital Trust-Schwab Technology Fund | Science & Tech | 921,318 | New Holding | 921,318 | 100 % | $53,095,556 | $50,543,505 | $-2,552,051 | -4.80 % | $-2,552,051 | | | | | | News Article | History of Chwab Capital Trust-Schwab Technology Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Dryden Tax Managed Funds-Dryden Large Cap Core Equity Fund | Large-Cap Core | 6,100 | New Holding | 6,100 | 100 % | $351,543 | $334,646 | $-16,897 | -4.80 % | $-16,897 | | | | | | News Article | History of Dryden Tax Managed Funds-Dryden Large Cap Core Equity Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Federated Income Securities Trust-Federated Muni And Stock Advantage Fund | Specialty & Misc | | Sold All | -62,140 | -100 % | | | | -4.80 % | $172,128 | | | | | | News Article | History of Federated Income Securities Trust-Federated Muni And Stock Advantage Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Old Westbury Funds Inc-International Fund | International Multi-Cap Core | 126,500 | Added More | 10,300 | 8.86 % | $7,290,195 | $6,939,790 | $-350,405 | -4.80 % | $-28,531 | | | | | | News Article | History of Old Westbury Funds Inc-International Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust-Powershares Dividend Achievers Portfolio | Specialty & Misc | 51,000 | New Holding | 51,000 | 100 % | $2,939,130 | $2,797,860 | $-141,270 | -4.80 % | $-141,270 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust-Powershares Dividend Achievers Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Tocqueville Trust-The Tocqueville Fund | Specialty & Misc | 125,000 | New Holding | 125,000 | 100 % | $7,203,750 | $6,857,500 | $-346,250 | -4.80 % | $-346,250 | | | | | | News Article | History of Tocqueville Trust-The Tocqueville Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Windsor Funds-Vanguard Windsor Fund | Multi-Cap Value | | Sold All | -1,747,480 | -100 % | | | | -4.80 % | $4,840,520 | | | | | | News Article | History of Vanguard Windsor Funds-Vanguard Windsor Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Windsor Funds-Vanguard Windsor Ii Fund | Large-Cap Value | 1,544,680 | Sold Some | -372,700 | -19.43 % | $89,019,908 | $84,741,145 | $-4,278,764 | -4.80 % | $1,032,379 | | | | | | News Article | History of Vanguard Windsor Funds-Vanguard Windsor Ii Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Victory Institutional Funds-Institutional Diversified Stock Fund | Flexible Portfolio | 330,850 | Added More | 10,727 | 3.35 % | $19,066,886 | $18,150,431 | $-916,455 | -4.80 % | $-29,714 | | | | | | News Article | History of Victory Institutional Funds-Institutional Diversified Stock Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Victory Portfolios-Victory Diversified Stock Fund | Large-Cap Core | 2,257,331 | Added More | 104,000 | 4.82 % | $130,089,986 | $123,837,179 | $-6,252,807 | -4.80 % | $-288,080 | | | | | | News Article | History of Victory Portfolios-Victory Diversified Stock Fund Ownership Of United Parcel Service Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Victory Portfolios-Victory Stock Index Fund | S&P 500 Index | 3,749 | Sold Some | -134 | -3.45 % | $216,055 | $205,670 | $-10,385 | -4.80 % | $371 | | | | | | News Article | History of Victory Portfolios-Victory Stock Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Calamos Investment Trustil-Calamos Market Neutral Income Fund | Equity Income | 82,500 | No Change | 0 | 0 % | $4,686,825 | $4,525,950 | $-160,875 | -3.43 % | $0 | | | | | | News Article | History of Calamos Investment Trustil-Calamos Market Neutral Income Fund Ownership Of United Parcel Service Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust-Direxion Daily Large Cap Bull 3x Shares | No Data | 12,445 | Sold Some | -7,395 | -37.27 % | $707,000 | $682,733 | $-24,268 | -3.43 % | $14,420 | | | | | | News Article | History of Direxion Shares Etf Trust-Direxion Daily Large Cap Bull 3x Shares Ownership Of United Parcel Service Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Mtb Group Of Funds-Mtb Balanced Fund | Mixed-Asset Target Allocation Growth | 1,300 | New Holding | 1,300 | 100 % | $73,853 | $71,318 | $-2,535 | -3.43 % | $-2,535 | | | | | | News Article | History of Mtb Group Of Funds-Mtb Balanced Fund Ownership Of United Parcel Service Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Unified Series Trust-Marathon Value Portfolio | Multi-Cap Value | 9,000 | New Holding | 9,000 | 100 % | $511,290 | $493,740 | $-17,550 | -3.43 % | $-17,550 | | | | | | News Article | History of Unified Series Trust-Marathon Value Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-24 | 2009-07-31 | N-Q | Members Mutual Funds-Large Cap Growth Fund | No Data | | Sold All | -18,500 | -100 % | | | | -5.49 % | $59,015 | | | | | | News Article | History of Members Mutual Funds-Large Cap Growth Fund Ownership Of United Parcel Service Inc |
| 2009-09-24 | 2009-07-31 | N-Q | Nationwide Mutual Funds-Nationwide Growth Fund | Multi-Cap Growth | | Sold All | -23,300 | -100 % | | | | -5.49 % | $74,327 | | | | | | News Article | History of Nationwide Mutual Funds-Nationwide Growth Fund Ownership Of United Parcel Service Inc |
| 2009-09-24 | 2009-07-31 | N-Q | Primecap Odyssey Funds-Primecap Odyssey Growth Fund | Multi-Cap Core | 113,300 | Added More | 4,600 | 4.23 % | $6,577,065 | $6,215,638 | $-361,427 | -5.49 % | $-14,674 | | | | | | News Article | History of Primecap Odyssey Funds-Primecap Odyssey Growth Fund Ownership Of United Parcel Service Inc |
| 2009-09-24 | 2009-07-31 | N-Q | Primecap Odyssey Funds-Primecap Odyssey Stock Fund | Multi-Cap Core | 62,000 | Sold Some | -4,600 | -6.90 % | $3,599,100 | $3,401,320 | $-197,780 | -5.49 % | $14,674 | | | | | | News Article | History of Primecap Odyssey Funds-Primecap Odyssey Stock Fund Ownership Of United Parcel Service Inc |
| 2009-09-15 | 2009-06-30 | N-CSRS/A | Wilshire Mutual Funds Inc-Wilshire Large Cap Core 13030 Fund | No Data | | Sold All | -4,140 | -100 % | | | | -7.47 % | $18,340 | | | | | | News Article | History of Wilshire Mutual Funds Inc-Wilshire Large Cap Core 13030 Fund Ownership Of United Parcel Service Inc |
| 2009-09-09 | 2009-06-30 | N-CSRS | Penn Series Funds Inc-Growth Stock Fund | Multi-Cap Growth | 15,800 | Added More | 4,200 | 36.20 % | $875,794 | $866,788 | $-9,006 | -1.02 % | $-2,394 | | | | | | News Article | History of Penn Series Funds Inc-Growth Stock Fund Ownership Of United Parcel Service Inc |
| 2009-09-09 | 2009-06-30 | N-CSRS | Penn Series Funds Inc-Index 500 Fund | S&P 500 Index | 25,374 | Added More | 1,200 | 4.96 % | $1,406,481 | $1,392,018 | $-14,463 | -1.02 % | $-684 | | | | | | News Article | History of Penn Series Funds Inc-Index 500 Fund Ownership Of United Parcel Service Inc |
| 2009-09-09 | 2009-06-30 | N-CSRS | Penn Series Funds Inc-Large Cap Value Fund | Large-Cap Value | 21,670 | Sold Some | -2,410 | -10.00 % | $1,201,168 | $1,188,816 | $-12,352 | -1.02 % | $1,374 | | | | | | News Article | History of Penn Series Funds Inc-Large Cap Value Fund Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust-Azl Davis Ny Venture Fund | Specialty & Misc | 48,310 | Sold Some | -2,000 | -3.97 % | $2,613,571 | $2,650,287 | $36,716 | 1.40 % | $-1,520 | | | | | | News Article | History of Allianz Variable Insurance Products Trust-Azl Davis Ny Venture Fund Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust-Azl Jennison Growth Fund | Multi-Cap Growth | 17,600 | Sold Some | -800 | -4.34 % | $952,160 | $965,536 | $13,376 | 1.40 % | $-608 | | | | | | News Article | History of Allianz Variable Insurance Products Trust-Azl Jennison Growth Fund Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust-Azl S And P 500 Index Fund | S&P 500 Index | 46,403 | Added More | 11,637 | 33.47 % | $2,510,402 | $2,545,669 | $35,266 | 1.40 % | $8,844 | | | | | | News Article | History of Allianz Variable Insurance Products Trust-Azl S And P 500 Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Barclays Global Investors Funds-Bond Index Fund | Specialty & Misc | 204,469 | New Holding | 204,469 | 100 % | $11,061,773 | $11,217,169 | $155,396 | 1.40 % | $155,396 | | | | | | News Article | History of Barclays Global Investors Funds-Bond Index Fund Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSR | Boyar Value Fund Inc-Boyar Value Fund Inc | Multi-Cap Value | | Sold All | -8,000 | -100 % | | | | 1.40 % | $-6,080 | | | | | | News Article | History of Boyar Value Fund Inc-Boyar Value Fund Inc Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Lazard Funds Inc-Lazard Equity Portfolio | Specialty & Misc | 11,700 | Sold Some | -4,700 | -28.65 % | $632,970 | $641,862 | $8,892 | 1.40 % | $-3,572 | | | | | | News Article | History of Lazard Funds Inc-Lazard Equity Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Master Investment Portfolio-Active Stock Portfolio | Specialty & Misc | 39,386 | Sold Some | -67,076 | -63.00 % | $2,130,783 | $2,160,716 | $29,933 | 1.40 % | $-50,978 | | | | | | News Article | History of Master Investment Portfolio-Active Stock Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Master Investment Portfolio-S And P 500 Index Master Portfolio | S&P 500 Index | 204,469 | New Holding | 204,469 | 100 % | $11,061,773 | $11,217,169 | $155,396 | 1.40 % | $155,396 | | | | | | News Article | History of Master Investment Portfolio-S And P 500 Index Master Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSR | Morgan Stanley Equally Weighted S And P 500 Fund-None | Specialty & Misc | | Sold All | -29,572 | -100 % | | | | 1.40 % | $-22,475 | | | | | | News Article | History of Morgan Stanley Equally Weighted S And P 500 Fund-None Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Select Dimensions Investment Series-Utilities Portfolio | Utility | | Sold All | -3,131 | -100 % | | | | 1.40 % | $-2,380 | | | | | | News Article | History of Morgan Stanley Select Dimensions Investment Series-Utilities Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Variable Investment Series-Information Portfolio | Specialty & Misc | | Sold All | -14,053 | -100 % | | | | 1.40 % | $-10,680 | | | | | | News Article | History of Morgan Stanley Variable Investment Series-Information Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Northern Lights Fund Trust-Free Enterprise Action Fund | No Data | 978 | New Holding | 978 | 100 % | $52,910 | $53,653 | $743 | 1.40 % | $743 | | | | | | News Article | History of Northern Lights Fund Trust-Free Enterprise Action Fund Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSR | Revenueshares Etf Trust-Revenueshares Large Cap Fund | Large-Cap Core | 5,201 | Added More | 953 | 22.43 % | $281,374 | $285,327 | $3,953 | 1.40 % | $724 | | | | | | News Article | History of Revenueshares Etf Trust-Revenueshares Large Cap Fund Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Balanced Index Portfolio | Flexible Portfolio | 1,140 | Added More | 108 | 10.46 % | $61,674 | $62,540 | $866 | 1.40 % | $82 | | | | | | News Article | History of Ummit Mutual Funds Inc-Balanced Index Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Zenith Portfolio | Specialty & Misc | 25,859 | Sold Some | -1,048 | -3.89 % | $1,398,972 | $1,418,625 | $19,653 | 1.40 % | $-796 | | | | | | News Article | History of Ummit Mutual Funds Inc-Zenith Portfolio Ownership Of United Parcel Service Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-All Cap Core Trust | Multi-Cap Core | 49,100 | New Holding | 49,100 | 100 % | $2,642,071 | $2,693,626 | $51,555 | 1.95 % | $51,555 | | | | | | News Article | History of John Hancock Trust-All Cap Core Trust Ownership Of United Parcel Service Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Alpha Opportunities Trust | No Data | 62,258 | New Holding | 62,258 | 100 % | $3,350,103 | $3,415,474 | $65,371 | 1.95 % | $65,371 | | | | | | News Article | History of John Hancock Trust-Alpha Opportunities Trust Ownership Of United Parcel Service Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Fundamental Value Trust | Multi-Cap Value | 160,138 | New Holding | 160,138 | 100 % | $8,617,026 | $8,785,171 | $168,145 | 1.95 % | $168,145 | | | | | | News Article | History of John Hancock Trust-Fundamental Value Trust Ownership Of United Parcel Service Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Global Trust | Global Flex Port | 152,910 | New Holding | 152,910 | 100 % | $8,228,087 | $8,388,643 | $160,556 | 1.95 % | $160,556 | | | | | | News Article | History of John Hancock Trust-Global Trust Ownership Of United Parcel Service Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Income Trust | Equity Income | 328,100 | New Holding | 328,100 | 100 % | $17,655,061 | $17,999,566 | $344,505 | 1.95 % | $344,505 | | | | | | News Article | History of John Hancock Trust-Income Trust Ownership Of United Parcel Service Inc |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Spectrum Income Trust | Equity Income |
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