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1st Global Advisors’s UFP Industries UFPI Stock Holding History

1st Global Advisors’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-16,068
Closed -$528K – 528
2017
Q1 		$528K Buy
+16,068
New +$537K 0.06% 267
2016
Q4 		– Sell
-19,197
Closed -$630K – 546
2016
Q3 		$630K Buy
+19,197
New +$666K 0.08% 211

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1st Global Advisors's UFPI Position: Q2 2017 in Review

1st Global Advisors sold out of UFP Industries (UFPI) in Q2 2017, closing a stake of 16,068 shares — an estimated $528K sold.

1st Global Advisors first reported a position in UFPI in Q3 2016 and held it in 2 quarters. The position peaked at $630K in Q3 2016. 197 funds tracked by Wall St. Rank hold UFPI as of Q2 2017.

  • 1st Global Advisors reported no remaining UFP Industries position as of Q2 2017 after selling out during the quarter.
  • 1st Global Advisors sold 16,068 UFP Industries shares in Q2 2017, an estimated $528K.
  • 1st Global Advisors first reported a position in UFP Industries in Q3 2016 and held it in 2 quarters.
  • 1st Global Advisors's UFP Industries position peaked at $630K in Q3 2016.
  • 197 funds tracked by Wall St. Rank held UFP Industries as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.