Calton & Associates’s UFP Industries UFPI Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-369	Closed	-$13K	–	1204
2017 Q4	$13K	Buy	+369	New	+$13.6K	﹤0.01%	1000

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Calton & Associates's UFPI Position: Q1 2018 in Review

Calton & Associates sold out of UFP Industries (UFPI) in Q1 2018, closing a stake of 369 shares — an estimated $13K sold.

Calton & Associates first reported a position in UFPI in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 220 funds tracked by Wall St. Rank hold UFPI as of Q1 2018.

Calton & Associates reported no remaining UFP Industries position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 369 UFP Industries shares in Q1 2018, an estimated $13K.
Calton & Associates first reported a position in UFP Industries in Q4 2017 and held it in 1 quarter.
Calton & Associates's UFP Industries position peaked at $13K in Q4 2017.
220 funds tracked by Wall St. Rank held UFP Industries as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.