FMT
UFPI icon

First Mercantile Trust’s UFP Industries UFPI Stock Holding History

First Mercantile Trust’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 		– Sell
-2,130
Closed -$61K – 923
2016
Q1 		$61K Buy
+2,130
New +$50.7K 0.01% 815

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

First Mercantile Trust's UFPI Position: Q2 2016 in Review

First Mercantile Trust sold out of UFP Industries (UFPI) in Q2 2016, closing a stake of 2,130 shares — an estimated $61K sold.

First Mercantile Trust first reported a position in UFPI in Q1 2016 and held it in 1 quarter. The position peaked at $61K in Q1 2016. 214 funds tracked by Wall St. Rank hold UFPI as of Q2 2016.

  • First Mercantile Trust reported no remaining UFP Industries position as of Q2 2016 after selling out during the quarter.
  • First Mercantile Trust sold 2,130 UFP Industries shares in Q2 2016, an estimated $61K.
  • First Mercantile Trust first reported a position in UFP Industries in Q1 2016 and held it in 1 quarter.
  • First Mercantile Trust's UFP Industries position peaked at $61K in Q1 2016.
  • 214 funds tracked by Wall St. Rank held UFP Industries as of Q2 2016.

Based on First Mercantile Trust's 13F filing for Q2 2016, filed 10 Aug 2016.