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Boston Family Office’s United Natural Foods UNFI Stock Holding History

Boston Family Office’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
2017
Q2 		– Sell
-7,825
Closed -$338K – 252
2017
Q1 		$338K Sell
7,825
-7,073
-47% -$318K 0.04% 210
2016
Q4 		$711K Hold
14,898
– – 0.09% 167
2016
Q3 		$597K Sell
14,898
-2
-0% -$92 0.08% 175
2016
Q2 		$697K Sell
14,900
-730
-5% -$28K 0.09% 165
2016
Q1 		$630K Hold
15,630
– – 0.08% 169
2015
Q4 		$615K Hold
15,630
– – 0.08% 162
2015
Q3 		$758K Sell
15,630
-125
-0.8% -$6.42K 0.11% 155
2015
Q2 		$1M Sell
15,755
-100
-0.6% -$6.77K 0.13% 146
2015
Q1 		$1.22M Buy
15,855
+225
+1% +$17.6K 0.15% 140
2014
Q4 		$1.21M Sell
15,630
-75
-0.5% -$5.3K 0.15% 141
2014
Q3 		$965K Hold
15,705
– – 0.12% 151
2014
Q2 		$1.02M Sell
15,705
-70
-0.4% -$4.68K 0.13% 147
2014
Q1 		$1.12M Hold
15,775
– – 0.15% 138
2013
Q4 		$1.19M Hold
15,775
– – 0.16% 135
2013
Q3 		$1.06M Sell
15,775
-775
-5% -$47.1K 0.15% 135
2013
Q2 		$894K Buy
+16,550
New +$859K 0.14% 141

Other funds holding UNFI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Family Office's UNFI Position: Q2 2017 in Review

Boston Family Office sold out of United Natural Foods (UNFI) in Q2 2017, closing a stake of 7,825 shares — an estimated $338K sold.

Boston Family Office first reported a position in UNFI in Q2 2013 and held it in 16 quarters. The position peaked at $1.22M in Q1 2015. 273 funds tracked by Wall St. Rank hold UNFI as of Q2 2017.

  • Boston Family Office reported no remaining United Natural Foods position as of Q2 2017 after selling out during the quarter.
  • Boston Family Office sold 7,825 United Natural Foods shares in Q2 2017, an estimated $338K.
  • Boston Family Office first reported a position in United Natural Foods in Q2 2013 and held it in 16 quarters.
  • Boston Family Office's United Natural Foods position peaked at $1.22M in Q1 2015.
  • 273 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2017.

Based on Boston Family Office's 13F filing for Q2 2017, filed 4 Aug 2017.