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Independent Portfolio Consultants’s Unifirst Corp UNF Stock Holding History

Independent Portfolio Consultants’s Portfolio UNF Stock Details UNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-600
Closed -$67K – 865
2015
Q2 		$67K Buy
600
+35
+6% +$4.07K 0.01% 570
2015
Q1 		$66K Sell
565
-20
-3% -$2.36K 0.01% 566
2014
Q4 		$71K Sell
585
-2,550
-81% -$278K 0.01% 580
2014
Q3 		$303K Sell
3,135
-397
-11% -$39.5K 0.08% 395
2014
Q2 		$374K Buy
3,532
+372
+12% +$36.7K 0.1% 334
2014
Q1 		$347K Buy
+3,160
New +$343K 0.11% 341

Other funds holding UNF

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Independent Portfolio Consultants's UNF Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of Unifirst Corp (UNF) in Q3 2015, closing a stake of 600 shares — an estimated $67K sold.

Independent Portfolio Consultants first reported a position in UNF in Q1 2014 and held it in 6 quarters. The position peaked at $374K in Q2 2014. 178 funds tracked by Wall St. Rank hold UNF as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining Unifirst Corp position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 600 Unifirst Corp shares in Q3 2015, an estimated $67K.
  • Independent Portfolio Consultants first reported a position in Unifirst Corp in Q1 2014 and held it in 6 quarters.
  • Independent Portfolio Consultants's Unifirst Corp position peaked at $374K in Q2 2014.
  • 178 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.