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Boston Family Office’s UFP Industries UFPI Stock Holding History

Boston Family Office’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
2013
Q3 		– Sell
-17,790
Closed -$237K – 253
2013
Q2 		$237K Buy
+17,790
New +$232K 0.04% 232

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Boston Family Office's UFPI Position: Q3 2013 in Review

Boston Family Office sold out of UFP Industries (UFPI) in Q3 2013, closing a stake of 17,790 shares — an estimated $237K sold.

Boston Family Office first reported a position in UFPI in Q2 2013 and held it in 1 quarter. The position peaked at $237K in Q2 2013. 115 funds tracked by Wall St. Rank hold UFPI as of Q3 2013.

  • Boston Family Office reported no remaining UFP Industries position as of Q3 2013 after selling out during the quarter.
  • Boston Family Office sold 17,790 UFP Industries shares in Q3 2013, an estimated $237K.
  • Boston Family Office first reported a position in UFP Industries in Q2 2013 and held it in 1 quarter.
  • Boston Family Office's UFP Industries position peaked at $237K in Q2 2013.
  • 115 funds tracked by Wall St. Rank held UFP Industries as of Q3 2013.

Based on Boston Family Office's 13F filing for Q3 2013, filed 4 Nov 2013.