Eagle Global Advisors’s UFP Technologies UFPT Stock Holding History

Eagle Global Advisors’s Portfolio UFPT Stock Details UFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-7,640	Closed	-$216K	–	358
2017 Q2	$216K	Buy	+7,640	New	+$205K	0.01%	359
2016 Q3	–	Sell	-9,906	Closed	-$223K	–	385
2016 Q2	$223K	Hold	9,906	–	–	0.01%	309
2016 Q1	$221K	Buy	9,906 +776	+8%	+$17.2K	0.01%	319
2015 Q4	$217K	Buy	+9,130	New	+$218K	0.01%	313
2015 Q1	–	Sell	-8,280	Closed	-$204K	–	385
2014 Q4	$204K	Buy	+8,280	New	+$183K	0.01%	306
2014 Q3	–	Sell	-13,950	Closed	-$336K	–	365
2014 Q2	$336K	Buy	+13,950	New	+$348K	0.01%	224

Other funds holding UFPT

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Eagle Global Advisors's UFPT Position: Q3 2017 in Review

Eagle Global Advisors sold out of UFP Technologies (UFPT) in Q3 2017, closing a stake of 7,640 shares — an estimated $216K sold.

Eagle Global Advisors first reported a position in UFPT in Q2 2014 and held it in 6 quarters. The position peaked at $336K in Q2 2014. 74 funds tracked by Wall St. Rank hold UFPT as of Q3 2017.

Eagle Global Advisors reported no remaining UFP Technologies position as of Q3 2017 after selling out during the quarter.
Eagle Global Advisors sold 7,640 UFP Technologies shares in Q3 2017, an estimated $216K.
Eagle Global Advisors first reported a position in UFP Technologies in Q2 2014 and held it in 6 quarters.
Eagle Global Advisors's UFP Technologies position peaked at $336K in Q2 2014.
74 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.