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LBA Wealth Management’s United Natural Foods UNFI Stock Holding History

LBA 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
2014
Q4 		– Sell
-94
Closed -$6K – 390
2014
Q3 		$6K Buy
+94
New +$5.9K ﹤0.01% 325

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CWAM
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TCM
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RP
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State Street
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Fidelity Investments
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BIT
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LBA Wealth Management's UNFI Position: Q4 2014 in Review

LBA Wealth Management sold out of United Natural Foods (UNFI) in Q4 2014, closing a stake of 94 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in UNFI in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 298 funds tracked by Wall St. Rank hold UNFI as of Q4 2014.

  • LBA Wealth Management reported no remaining United Natural Foods position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 94 United Natural Foods shares in Q4 2014, an estimated $6K.
  • LBA Wealth Management first reported a position in United Natural Foods in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's United Natural Foods position peaked at $6K in Q3 2014.
  • 298 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.