KJWM
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Kiley Juergens Wealth Management’s United Natural Foods UNFI Stock Holding History

Kiley Juergens 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
Q4 		– Sell
-125
Closed -$3K – 605
2018
Q3 		$3K Hold
125
– – ﹤0.01% 566
2018
Q2 		$5K Buy
+125
New +$5.52K ﹤0.01% 489
2018
Q1 		– Sell
-125
Closed -$6K – 570
2017
Q4 		$6K Buy
+125
New +$5.46K 0.01% 532

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kiley Juergens Wealth Management's UNFI Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of United Natural Foods (UNFI) in Q4 2018, closing a stake of 125 shares — an estimated $3K sold.

Kiley Juergens Wealth Management first reported a position in UNFI in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 238 funds tracked by Wall St. Rank hold UNFI as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining United Natural Foods position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 125 United Natural Foods shares in Q4 2018, an estimated $3K.
  • Kiley Juergens Wealth Management first reported a position in United Natural Foods in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's United Natural Foods position peaked at $6K in Q4 2017.
  • 238 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.