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Alpha Omega Wealth Management’s US Foods USFD Stock Holding History

Alpha Omega Wealth Management’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-64
Closed -$2K – 531
2019
Q2 		$2K Buy
+64
New +$2.33K ﹤0.01% 573

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Alpha Omega Wealth Management's USFD Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of US Foods (USFD) in Q3 2019, closing a stake of 64 shares — an estimated $2K sold.

Alpha Omega Wealth Management first reported a position in USFD in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 326 funds tracked by Wall St. Rank hold USFD as of Q3 2019.

  • Alpha Omega Wealth Management reported no remaining US Foods position as of Q3 2019 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 64 US Foods shares in Q3 2019, an estimated $2K.
  • Alpha Omega Wealth Management first reported a position in US Foods in Q2 2019 and held it in 1 quarter.
  • Alpha Omega Wealth Management's US Foods position peaked at $2K in Q2 2019.
  • 326 funds tracked by Wall St. Rank held US Foods as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.