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Lenox Wealth Advisors’s United Natural Foods UNFI Stock Holding History

Lenox Wealth Advisors’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
Q2 		– Sell
-50
Closed -$4K – 191
2014
Q1 		$4K Buy
+50
New +$3.56K ﹤0.01% 179

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BFA
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TCM
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RP
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CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
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BIT
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lenox Wealth Advisors's UNFI Position: Q2 2014 in Review

Lenox Wealth Advisors sold out of United Natural Foods (UNFI) in Q2 2014, closing a stake of 50 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in UNFI in Q1 2014 and held it in 1 quarter. The position peaked at $4K in Q1 2014. 276 funds tracked by Wall St. Rank hold UNFI as of Q2 2014.

  • Lenox Wealth Advisors reported no remaining United Natural Foods position as of Q2 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 50 United Natural Foods shares in Q2 2014, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in United Natural Foods in Q1 2014 and held it in 1 quarter.
  • Lenox Wealth Advisors's United Natural Foods position peaked at $4K in Q1 2014.
  • 276 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2014.

Based on Lenox Wealth Advisors's 13F filing for Q2 2014, filed 10 Jul 2014.