Lucus Advisors’s United Natural Foods UNFI Stock Holding History

Lucus 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
2017 Q4	–	Sell	-8,356	Closed	-$348K	–	251
2017 Q3	$348K	Buy	+8,356	New	+$311K	0.49%	98

Other funds holding UNFI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucus Advisors's UNFI Position: Q4 2017 in Review

Lucus Advisors sold out of United Natural Foods (UNFI) in Q4 2017, closing a stake of 8,356 shares — an estimated $348K sold.

Lucus Advisors first reported a position in UNFI in Q3 2017 and held it in 1 quarter. The position peaked at $348K in Q3 2017. 292 funds tracked by Wall St. Rank hold UNFI as of Q4 2017.

Lucus Advisors reported no remaining United Natural Foods position as of Q4 2017 after selling out during the quarter.
Lucus Advisors sold 8,356 United Natural Foods shares in Q4 2017, an estimated $348K.
Lucus Advisors first reported a position in United Natural Foods in Q3 2017 and held it in 1 quarter.
Lucus Advisors's United Natural Foods position peaked at $348K in Q3 2017.
292 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.