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Integrated Wealth Management (Palm Desert)’s UFP Industries UFPI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-63
Closed -$1K – 1470
2015
Q1 		$1K Buy
+63
New +$1.1K ﹤0.01% 1223

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $999B AUM 46.22% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 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 $12.8B AUM 48.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s UFPI Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of UFP Industries (UFPI) in Q2 2015, closing a stake of 63 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UFPI in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 157 funds tracked by Wall St. Rank hold UFPI as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining UFP Industries position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 63 UFP Industries shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in UFP Industries in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s UFP Industries position peaked at $1K in Q1 2015.
  • 157 funds tracked by Wall St. Rank held UFP Industries as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.