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Counsel Portfolio Services’s UFP Industries UFPI Stock Holding History

Counsel Portfolio Services’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
2016
Q2 		$705K Buy
22,833
+11,988
+111% +$337K 0.07% 222
2016
Q1 		$310K Buy
+10,845
New +$258K 0.04% 196

Other funds holding UFPI

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Counsel Portfolio Services's UFPI Position: Q2 2016 in Review

Counsel Portfolio Services increased its UFP Industries (UFPI) stake by 111% in Q2 2016, buying an estimated $337K and bringing the position to 22,833 shares worth $705K. The position accounts for 0.07% of the portfolio, ranked #222.

Counsel Portfolio Services first reported a position in UFPI in Q1 2016 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold UFPI as of Q2 2016.

  • Counsel Portfolio Services held 22,833 shares of UFP Industries worth $705K as of Q2 2016.
  • Counsel Portfolio Services bought 11,988 UFP Industries shares in Q2 2016, an estimated $337K.
  • UFP Industries made up 0.07% of Counsel Portfolio Services's portfolio in Q2 2016, its #222 holding.
  • Counsel Portfolio Services first reported a position in UFP Industries in Q1 2016 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held UFP Industries as of Q2 2016.

Based on Counsel Portfolio Services's 13F filing for Q2 2016, filed 12 Aug 2016.