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Evercore Wealth Management’s United Natural Foods UNFI Stock Holding History

Evercore Wealth Management’s Portfolio UNFI Stock Details UNFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-258
Closed -$9K – 951
2017
Q2 		$9K Buy
+258
New +$10.4K ﹤0.01% 843
2014
Q3 		– Sell
-73
Closed -$5K – 995
2014
Q2 		$5K Buy
+73
New +$4.88K ﹤0.01% 917

Other funds holding UNFI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evercore Wealth Management's UNFI Position: Q3 2017 in Review

Evercore Wealth Management sold out of United Natural Foods (UNFI) in Q3 2017, closing a stake of 258 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in UNFI in Q2 2014 and held it in 2 quarters. The position peaked at $9K in Q2 2017. 281 funds tracked by Wall St. Rank hold UNFI as of Q3 2017.

  • Evercore Wealth Management reported no remaining United Natural Foods position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 258 United Natural Foods shares in Q3 2017, an estimated $9K.
  • Evercore Wealth Management first reported a position in United Natural Foods in Q2 2014 and held it in 2 quarters.
  • Evercore Wealth Management's United Natural Foods position peaked at $9K in Q2 2017.
  • 281 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.