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Genesis Wealth Advisors’s United Natural Foods UNFI Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$41.4K Buy
650
+100
+18% +$6.77K 0.03% 196
2015
Q1 		$41.6K Sell
550
-100
-15% -$7.84K 0.03% 211
2014
Q4 		$53.9K Buy
+650
New +$46K 0.04% 203

Other funds holding UNFI

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Genesis Wealth Advisors's UNFI Position: Q2 2015 in Review

Genesis Wealth Advisors increased its United Natural Foods (UNFI) stake by 18% in Q2 2015, buying an estimated $6.77K and bringing the position to 650 shares worth $41.4K. The position accounts for 0.03% of the portfolio, ranked #196.

Genesis Wealth Advisors first reported a position in UNFI in Q4 2014 and has held it in 3 quarters since. The position peaked at $53.9K in Q4 2014. 295 funds tracked by Wall St. Rank hold UNFI as of Q2 2015.

  • Genesis Wealth Advisors held 650 shares of United Natural Foods worth $41.4K as of Q2 2015.
  • Genesis Wealth Advisors bought 100 United Natural Foods shares in Q2 2015, an estimated $6.77K.
  • United Natural Foods made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #196 holding.
  • Genesis Wealth Advisors first reported a position in United Natural Foods in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's United Natural Foods position peaked at $53.9K in Q4 2014.
  • 295 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.