Capital Advisory Group Advisory Services’s US Foods USFD Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-200	Closed	-$4K	–	513
2020 Q1	$4K	Buy	+200	New	+$6.7K	0.01%	338
2019 Q4	–	Sell	-200	Closed	-$8K	–	401
2019 Q3	$8K	Hold	200	–	–	0.01%	309
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	319
2019 Q1	$7K	Hold	200	–	–	0.01%	308
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	293
2018 Q3	$6K	Buy	+200	New	+$6.92K	﹤0.01%	280

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Capital Advisory Group Advisory Services's USFD Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of US Foods (USFD) in Q2 2020, closing a stake of 200 shares — an estimated $4K sold.

Capital Advisory Group Advisory Services first reported a position in USFD in Q3 2018 and held it in 6 quarters. The position peaked at $8K in Q3 2019. 283 funds tracked by Wall St. Rank hold USFD as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining US Foods position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 200 US Foods shares in Q2 2020, an estimated $4K.
Capital Advisory Group Advisory Services first reported a position in US Foods in Q3 2018 and held it in 6 quarters.
Capital Advisory Group Advisory Services's US Foods position peaked at $8K in Q3 2019.
283 funds tracked by Wall St. Rank held US Foods as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.