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

Frontier 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 Q1	–	Sell	-4,489	Closed	-$214K	–	421
2016 Q4	$214K	Sell	4,489 -3,537	-44%	-$159K	0.04%	348
2016 Q3	$321K	Sell	8,026 -3,032	-27%	-$139K	0.05%	267
2016 Q2	$518K	Buy	11,058 +1,836	+20%	+$70.5K	0.08%	201
2016 Q1	$372K	Buy	9,222 +2,560	+38%	+$94.5K	0.03%	233
2015 Q4	$262K	Buy	6,662 +497	+8%	+$23.3K	0.04%	275
2015 Q3	$299K	Sell	6,165 -337	-5%	-$17.3K	0.05%	258
2015 Q2	$414K	Sell	6,502 -759	-10%	-$51.4K	0.06%	223
2015 Q1	$559K	Sell	7,261 -314	-4%	-$24.6K	0.09%	155
2014 Q4	$586K	Buy	+7,575	New	+$536K	0.11%	128

Other funds holding UNFI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Frontier Wealth Management's UNFI Position: Q1 2017 in Review

Frontier Wealth Management sold out of United Natural Foods (UNFI) in Q1 2017, closing a stake of 4,489 shares — an estimated $214K sold.

Frontier Wealth Management first reported a position in UNFI in Q4 2014 and held it in 9 quarters. The position peaked at $586K in Q4 2014. 290 funds tracked by Wall St. Rank hold UNFI as of Q1 2017.

Frontier Wealth Management reported no remaining United Natural Foods position as of Q1 2017 after selling out during the quarter.
Frontier Wealth Management sold 4,489 United Natural Foods shares in Q1 2017, an estimated $214K.
Frontier Wealth Management first reported a position in United Natural Foods in Q4 2014 and held it in 9 quarters.
Frontier Wealth Management's United Natural Foods position peaked at $586K in Q4 2014.
290 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2017.

Based on Frontier Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.