HGWM
UFS

Harvest Group Wealth Management’s DOMTAR CORPORATION (New) UFS Stock Holding History

Harvest Group Wealth Management’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-25
Closed -$1K – 1188
2019
Q2 		$1K Hold
25
– – ﹤0.01% 893
2019
Q1 		$1K Buy
+25
New +$1.19K ﹤0.01% 915

Other funds holding UFS

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harvest Group Wealth Management's UFS Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of DOMTAR CORPORATION (New) (UFS) in Q3 2019, closing a stake of 25 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in UFS in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 250 funds tracked by Wall St. Rank hold UFS as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining DOMTAR CORPORATION (New) position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 25 DOMTAR CORPORATION (New) shares in Q3 2019, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in DOMTAR CORPORATION (New) in Q1 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's DOMTAR CORPORATION (New) position peaked at $1K in Q2 2019.
  • 250 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.