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LBA Wealth Management’s UFP Industries UFPI Stock Holding History

LBA Wealth Management’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
2016
Q3 		– Sell
-1,200
Closed -$37K – 475
2016
Q2 		$37K Buy
+1,200
New +$33.8K 0.02% 218

Other funds holding UFPI

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LBA Wealth Management's UFPI Position: Q3 2016 in Review

LBA Wealth Management sold out of UFP Industries (UFPI) in Q3 2016, closing a stake of 1,200 shares — an estimated $37K sold.

LBA Wealth Management first reported a position in UFPI in Q2 2016 and held it in 1 quarter. The position peaked at $37K in Q2 2016. 218 funds tracked by Wall St. Rank hold UFPI as of Q3 2016.

  • LBA Wealth Management reported no remaining UFP Industries position as of Q3 2016 after selling out during the quarter.
  • LBA Wealth Management sold 1,200 UFP Industries shares in Q3 2016, an estimated $37K.
  • LBA Wealth Management first reported a position in UFP Industries in Q2 2016 and held it in 1 quarter.
  • LBA Wealth Management's UFP Industries position peaked at $37K in Q2 2016.
  • 218 funds tracked by Wall St. Rank held UFP Industries as of Q3 2016.

Based on LBA Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.