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Index Management Solutions’s UFP Industries UFPI Stock Holding History

Index Management Solutions’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-14,196
Closed -$202K – 1000
2014
Q3 		$202K Buy
+14,196
New +$219K 0.02% 633

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Index Management Solutions's UFPI Position: Q4 2014 in Review

Index Management Solutions sold out of UFP Industries (UFPI) in Q4 2014, closing a stake of 14,196 shares — an estimated $202K sold.

Index Management Solutions first reported a position in UFPI in Q3 2014 and held it in 1 quarter. The position peaked at $202K in Q3 2014. 143 funds tracked by Wall St. Rank hold UFPI as of Q4 2014.

  • Index Management Solutions reported no remaining UFP Industries position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 14,196 UFP Industries shares in Q4 2014, an estimated $202K.
  • Index Management Solutions first reported a position in UFP Industries in Q3 2014 and held it in 1 quarter.
  • Index Management Solutions's UFP Industries position peaked at $202K in Q3 2014.
  • 143 funds tracked by Wall St. Rank held UFP Industries as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.