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Coe Capital Management’s UFP Industries UFPI Stock Holding History

Coe Capital Management’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
2015
Q4 		– Sell
-30,000
Closed -$577K – 250
2015
Q3 		$577K Sell
30,000
-26,712
-47% -$532K 0.21% 127
2015
Q2 		$984K Buy
+56,712
New +$1.04M 0.36% 99

Other funds holding UFPI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Coe Capital Management's UFPI Position: Q4 2015 in Review

Coe Capital Management sold out of UFP Industries (UFPI) in Q4 2015, closing a stake of 30,000 shares — an estimated $577K sold.

Coe Capital Management first reported a position in UFPI in Q2 2015 and held it in 2 quarters. The position peaked at $984K in Q2 2015. 184 funds tracked by Wall St. Rank hold UFPI as of Q4 2015.

  • Coe Capital Management reported no remaining UFP Industries position as of Q4 2015 after selling out during the quarter.
  • Coe Capital Management sold 30,000 UFP Industries shares in Q4 2015, an estimated $577K.
  • Coe Capital Management first reported a position in UFP Industries in Q2 2015 and held it in 2 quarters.
  • Coe Capital Management's UFP Industries position peaked at $984K in Q2 2015.
  • 184 funds tracked by Wall St. Rank held UFP Industries as of Q4 2015.

Based on Coe Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.