Mosaic Family Wealth’s UFP Industries UFPI Stock Holding History

Mosaic Family Wealth’s Portfolio UFPI Stock Details UFPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-180	Closed	-$6K	–	919
2017 Q3	$6K	Buy	+180	New	+$5.2K	﹤0.01%	674

Other funds holding UFPI

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mosaic Family Wealth's UFPI Position: Q4 2017 in Review

Mosaic Family Wealth sold out of UFP Industries (UFPI) in Q4 2017, closing a stake of 180 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in UFPI in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 215 funds tracked by Wall St. Rank hold UFPI as of Q4 2017.

Mosaic Family Wealth reported no remaining UFP Industries position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 180 UFP Industries shares in Q4 2017, an estimated $6K.
Mosaic Family Wealth first reported a position in UFP Industries in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's UFP Industries position peaked at $6K in Q3 2017.
215 funds tracked by Wall St. Rank held UFP Industries as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.