LWA
UFS

Lowe Wealth Advisors’s DOMTAR CORPORATION (New) UFS Stock Holding History

Lowe Wealth Advisors’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-49
Closed -$2K – 263
2016
Q3 		$2K Hold
49
– – ﹤0.01% 212
2016
Q2 		$2K Buy
+49
New +$1.88K ﹤0.01% 215

Other funds holding UFS

BFA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lowe Wealth Advisors's UFS Position: Q4 2016 in Review

Lowe Wealth Advisors sold out of DOMTAR CORPORATION (New) (UFS) in Q4 2016, closing a stake of 49 shares — an estimated $2K sold.

Lowe Wealth Advisors first reported a position in UFS in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 260 funds tracked by Wall St. Rank hold UFS as of Q4 2016.

  • Lowe Wealth Advisors reported no remaining DOMTAR CORPORATION (New) position as of Q4 2016 after selling out during the quarter.
  • Lowe Wealth Advisors sold 49 DOMTAR CORPORATION (New) shares in Q4 2016, an estimated $2K.
  • Lowe Wealth Advisors first reported a position in DOMTAR CORPORATION (New) in Q2 2016 and held it in 2 quarters.
  • Lowe Wealth Advisors's DOMTAR CORPORATION (New) position peaked at $2K in Q3 2016.
  • 260 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q4 2016.

Based on Lowe Wealth Advisors's 13F filing for Q4 2016, filed 20 Jan 2017.