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

IHT 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
2018
Q2 		– Sell
-162
Closed -$7K – 1314
2018
Q1 		$7K Hold
162
– – ﹤0.01% 1275
2017
Q4 		$8K Hold
162
– – ﹤0.01% 1245
2017
Q3 		$6K Hold
162
– – ﹤0.01% 1071
2017
Q2 		$4 Hold
162
– – ﹤0.01% 1140
2017
Q1 		$7K Sell
162
-93
-36% -$4.19K ﹤0.01% 915
2016
Q4 		$12K Buy
+255
New +$11.4K 0.01% 764

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IHT Wealth Management's UNFI Position: Q2 2018 in Review

IHT Wealth Management sold out of United Natural Foods (UNFI) in Q2 2018, closing a stake of 162 shares — an estimated $7K sold.

IHT Wealth Management first reported a position in UNFI in Q4 2016 and held it in 6 quarters. The position peaked at $12K in Q4 2016. 314 funds tracked by Wall St. Rank hold UNFI as of Q2 2018.

  • IHT Wealth Management reported no remaining United Natural Foods position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 162 United Natural Foods shares in Q2 2018, an estimated $7K.
  • IHT Wealth Management first reported a position in United Natural Foods in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's United Natural Foods position peaked at $12K in Q4 2016.
  • 314 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.