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Advisor Group’s UNIFI UFI Stock Holding History

Advisor Group’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1K Buy
51
+45
+750% +$1.09K ﹤0.01% 5197
2019
Q3 		$0 Buy
+6
New +$118 ﹤0.01% 5425
2017
Q1 		– Sell
-28
Closed -$1K – 4805
2016
Q4 		$1K Buy
+28
New +$860 ﹤0.01% 4405
2016
Q3 		– Sell
-469
Closed -$12K – 4617
2016
Q2 		$12K Buy
+469
New +$11.8K ﹤0.01% 3392

Other funds holding UFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Advisor Group's UFI Position: Q4 2019 in Review

Advisor Group increased its UNIFI (UFI) stake by 750% in Q4 2019, buying an estimated $1.09K and bringing the position to 51 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5197.

Advisor Group first reported a position in UFI in Q2 2016 and has held it in 4 quarters since. The position peaked at $12K in Q2 2016. 123 funds tracked by Wall St. Rank hold UFI as of Q4 2019.

  • Advisor Group held 51 shares of UNIFI worth $1K as of Q4 2019.
  • Advisor Group bought 45 UNIFI shares in Q4 2019, an estimated $1.09K.
  • UNIFI made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5197 holding.
  • Advisor Group first reported a position in UNIFI in Q2 2016 and has held it in 4 quarters since.
  • Advisor Group's UNIFI position peaked at $12K in Q2 2016.
  • 123 funds tracked by Wall St. Rank held UNIFI as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.