Level Four Advisory Services’s US Foods USFD Stock Holding History

Level Four Advisory Services’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-26,101	Closed	-$720K	–	530
2017 Q2	$720K	Hold	26,101	–	–	0.11%	200
2017 Q1	$720K	Buy	+26,101	New	+$708K	0.07%	262

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Level Four Advisory Services's USFD Position: Q3 2017 in Review

Level Four Advisory Services sold out of US Foods (USFD) in Q3 2017, closing a stake of 26,101 shares — an estimated $720K sold.

Level Four Advisory Services first reported a position in USFD in Q1 2017 and held it in 2 quarters. The position peaked at $720K in Q2 2017. 227 funds tracked by Wall St. Rank hold USFD as of Q3 2017.

Level Four Advisory Services reported no remaining US Foods position as of Q3 2017 after selling out during the quarter.
Level Four Advisory Services sold 26,101 US Foods shares in Q3 2017, an estimated $720K.
Level Four Advisory Services first reported a position in US Foods in Q1 2017 and held it in 2 quarters.
Level Four Advisory Services's US Foods position peaked at $720K in Q2 2017.
227 funds tracked by Wall St. Rank held US Foods as of Q3 2017.

Based on Level Four Advisory Services's 13F filing for Q3 2017, filed 15 Nov 2017.