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Curian Capital’s UFP Industries UFPI Stock Holding History

Curian Capital’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
2014
Q1 		– Sell
-27,984
Closed -$486K – 632
2013
Q4 		$486K Buy
27,984
+564
+2% +$9.29K 0.01% 502
2013
Q3 		$384K Buy
27,420
+492
+2% +$6.55K 0.01% 533
2013
Q2 		$358K Buy
+26,928
New +$351K 0.01% 523

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Century Capital Management Boston, Massachusetts $581M AUM 29.61% 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

Curian Capital's UFPI Position: Q1 2014 in Review

Curian Capital sold out of UFP Industries (UFPI) in Q1 2014, closing a stake of 27,984 shares — an estimated $486K sold.

Curian Capital first reported a position in UFPI in Q2 2013 and held it in 3 quarters. The position peaked at $486K in Q4 2013. 139 funds tracked by Wall St. Rank hold UFPI as of Q1 2014.

  • Curian Capital reported no remaining UFP Industries position as of Q1 2014 after selling out during the quarter.
  • Curian Capital sold 27,984 UFP Industries shares in Q1 2014, an estimated $486K.
  • Curian Capital first reported a position in UFP Industries in Q2 2013 and held it in 3 quarters.
  • Curian Capital's UFP Industries position peaked at $486K in Q4 2013.
  • 139 funds tracked by Wall St. Rank held UFP Industries as of Q1 2014.

Based on Curian Capital's 13F filing for Q1 2014, filed 12 May 2014.