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BSW Wealth Partners’s United Natural Foods UNFI Stock Holding History

BSW Wealth Partners’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
Q4 		– Sell
-765
Closed -$9K – 156
2019
Q3 		$9K Hold
765
– – ﹤0.01% 140
2019
Q2 		$7K Buy
+765
New +$8.8K ﹤0.01% 141
2018
Q4 		– Sell
-8,554
Closed -$256K – 139
2018
Q3 		$256K Buy
+8,554
New +$310K 0.1% 101
2018
Q1 		– Sell
-4,058
Closed -$200K – 93
2017
Q4 		$200K Buy
+4,058
New +$177K 0.08% 84

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

BSW Wealth Partners's UNFI Position: Q4 2019 in Review

BSW Wealth Partners sold out of United Natural Foods (UNFI) in Q4 2019, closing a stake of 765 shares — an estimated $9K sold.

BSW Wealth Partners first reported a position in UNFI in Q4 2017 and held it in 4 quarters. The position peaked at $256K in Q3 2018. 189 funds tracked by Wall St. Rank hold UNFI as of Q4 2019.

  • BSW Wealth Partners reported no remaining United Natural Foods position as of Q4 2019 after selling out during the quarter.
  • BSW Wealth Partners sold 765 United Natural Foods shares in Q4 2019, an estimated $9K.
  • BSW Wealth Partners first reported a position in United Natural Foods in Q4 2017 and held it in 4 quarters.
  • BSW Wealth Partners's United Natural Foods position peaked at $256K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.