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IFP Advisors’s UNIFI UFI Stock Holding History

IFP Advisors’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-80
Closed -$2K – 3865
2018
Q3 		$2K Hold
80
– – ﹤0.01% 3586
2018
Q2 		$3K Hold
80
– – ﹤0.01% 3512
2018
Q1 		$3K Hold
80
– – ﹤0.01% 3417
2017
Q4 		$3K Sell
80
-100
-56% -$3.62K ﹤0.01% 3467
2017
Q3 		$6K Hold
180
– – ﹤0.01% 3332
2017
Q2 		$6K Buy
180
+100
+125% +$2.83K ﹤0.01% 3327
2017
Q1 		$2K Hold
80
– – ﹤0.01% 3699
2016
Q4 		$3K Hold
80
– – ﹤0.01% 3549
2016
Q3 		$2K Buy
+80
New +$2.18K ﹤0.01% 3626

Other funds holding UFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

IFP Advisors's UFI Position: Q4 2018 in Review

IFP Advisors sold out of UNIFI (UFI) in Q4 2018, closing a stake of 80 shares — an estimated $2K sold.

IFP Advisors first reported a position in UFI in Q3 2016 and held it in 9 quarters. The position peaked at $6K in Q3 2017. 124 funds tracked by Wall St. Rank hold UFI as of Q4 2018.

  • IFP Advisors reported no remaining UNIFI position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 80 UNIFI shares in Q4 2018, an estimated $2K.
  • IFP Advisors first reported a position in UNIFI in Q3 2016 and held it in 9 quarters.
  • IFP Advisors's UNIFI position peaked at $6K in Q3 2017.
  • 124 funds tracked by Wall St. Rank held UNIFI as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.