LPL Financial
UFS

LPL Financial’s DOMTAR CORPORATION (New) UFS Stock Holding History

LPL Financial’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
2020
Q1 		– Sell
-7,104
Closed -$272K – 3522
2019
Q4 		$272K Sell
7,104
-561
-7% -$20.8K ﹤0.01% 2861
2019
Q3 		$274K Sell
7,665
-208
-3% -$7.72K ﹤0.01% 2755
2019
Q2 		$351K Buy
7,873
+165
+2% +$7.54K ﹤0.01% 2573
2019
Q1 		$383K Buy
7,708
+996
+15% +$47.4K ﹤0.01% 2439
2018
Q4 		$236K Buy
6,712
+751
+13% +$32.9K ﹤0.01% 2676
2018
Q3 		$311K Buy
5,961
+782
+15% +$39.4K ﹤0.01% 2661
2018
Q2 		$247K Buy
5,179
+178
+4% +$8.25K ﹤0.01% 2827
2018
Q1 		$213K Buy
+5,001
New +$235K ﹤0.01% 2915
2013
Q4 		– Sell
-5,834
Closed -$249K – 2768
2013
Q3 		$249K Buy
+5,834
New +$207K ﹤0.01% 2154

Other funds holding UFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPL Financial's UFS Position: Q1 2020 in Review

LPL Financial sold out of DOMTAR CORPORATION (New) (UFS) in Q1 2020, closing a stake of 7,104 shares — an estimated $272K sold.

LPL Financial first reported a position in UFS in Q3 2013 and held it in 9 quarters. The position peaked at $383K in Q1 2019. 226 funds tracked by Wall St. Rank hold UFS as of Q1 2020.

  • LPL Financial reported no remaining DOMTAR CORPORATION (New) position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 7,104 DOMTAR CORPORATION (New) shares in Q1 2020, an estimated $272K.
  • LPL Financial first reported a position in DOMTAR CORPORATION (New) in Q3 2013 and held it in 9 quarters.
  • LPL Financial's DOMTAR CORPORATION (New) position peaked at $383K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.