IWP
UNFI icon

Icon Wealth Partners’s United Natural Foods UNFI Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-670
Closed -$29K – 700
2018
Q2 		$29K Buy
+670
New +$29.6K 0.01% 509
2018
Q1 		– Sell
-670
Closed -$33K – 699
2017
Q4 		$33K Buy
+670
New +$29.3K 0.02% 509

Other funds holding UNFI

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Icon Wealth Partners's UNFI Position: Q3 2018 in Review

Icon Wealth Partners sold out of United Natural Foods (UNFI) in Q3 2018, closing a stake of 670 shares — an estimated $29K sold.

Icon Wealth Partners first reported a position in UNFI in Q4 2017 and held it in 2 quarters. The position peaked at $33K in Q4 2017. 274 funds tracked by Wall St. Rank hold UNFI as of Q3 2018.

  • Icon Wealth Partners reported no remaining United Natural Foods position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 670 United Natural Foods shares in Q3 2018, an estimated $29K.
  • Icon Wealth Partners first reported a position in United Natural Foods in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's United Natural Foods position peaked at $33K in Q4 2017.
  • 274 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.