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First Mercantile Trust’s UNIFI UFI Stock Holding History

First Mercantile Trust’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-259
Closed -$7K – 1303
2013
Q4 		$7K Hold
259
– – ﹤0.01% 1131
2013
Q3 		$6K Buy
259
+9
+4% +$206 ﹤0.01% 1144
2013
Q2 		$5K Buy
+250
New +$4.91K ﹤0.01% 1136

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IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Mercantile Trust's UFI Position: Q1 2014 in Review

First Mercantile Trust sold out of UNIFI (UFI) in Q1 2014, closing a stake of 259 shares — an estimated $7K sold.

First Mercantile Trust first reported a position in UFI in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 102 funds tracked by Wall St. Rank hold UFI as of Q1 2014.

  • First Mercantile Trust reported no remaining UNIFI position as of Q1 2014 after selling out during the quarter.
  • First Mercantile Trust sold 259 UNIFI shares in Q1 2014, an estimated $7K.
  • First Mercantile Trust first reported a position in UNIFI in Q2 2013 and held it in 3 quarters.
  • First Mercantile Trust's UNIFI position peaked at $7K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held UNIFI as of Q1 2014.

Based on First Mercantile Trust's 13F filing for Q1 2014, filed 24 Apr 2014.