BWM
UFS

BerganKDV Wealth Management’s DOMTAR CORPORATION (New) UFS Stock Holding History

BerganKDV Wealth Management’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-36
Closed -$1K – 1143
2020
Q1 		$1K Hold
36
– – ﹤0.01% 915
2019
Q4 		$1K Buy
+36
New +$1.33K ﹤0.01% 925

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

BerganKDV Wealth Management's UFS Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of DOMTAR CORPORATION (New) (UFS) in Q2 2020, closing a stake of 36 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in UFS in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 221 funds tracked by Wall St. Rank hold UFS as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining DOMTAR CORPORATION (New) position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 36 DOMTAR CORPORATION (New) shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in DOMTAR CORPORATION (New) in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's DOMTAR CORPORATION (New) position peaked at $1K in Q1 2020.
  • 221 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.