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Berman Capital Advisors’s United Natural Foods UNFI Stock Holding History

Berman Capital Advisors’s Portfolio UNFI Stock Details UNFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-84
Closed – – 1585
2019
Q2 		$0 Sell
84
-43
-34% -$495 ﹤0.01% 1582
2019
Q1 		$1K Buy
+127
New +$1.71K ﹤0.01% 1274

Other funds holding UNFI

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's UNFI Position: Q3 2019 in Review

Berman Capital Advisors sold out of United Natural Foods (UNFI) in Q3 2019, closing a stake of 84 shares.

Berman Capital Advisors first reported a position in UNFI in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 206 funds tracked by Wall St. Rank hold UNFI as of Q3 2019.

  • Berman Capital Advisors reported no remaining United Natural Foods position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 84 United Natural Foods shares in Q3 2019.
  • Berman Capital Advisors first reported a position in United Natural Foods in Q1 2019 and held it in 2 quarters.
  • Berman Capital Advisors's United Natural Foods position peaked at $1K in Q1 2019.
  • 206 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.