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Mount Yale Investment Advisors’s UFP Industries UFPI Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-2,941
Closed -$85K – 760
2018
Q3 		$85K Buy
2,941
+213
+8% +$7.86K 0.01% 491
2018
Q2 		$100K Sell
2,728
-44
-2% -$1.54K 0.02% 463
2018
Q1 		$90K Buy
+2,772
New +$98.3K 0.02% 491

Other funds holding UFPI

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mount Yale Investment Advisors's UFPI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of UFP Industries (UFPI) in Q4 2018, closing a stake of 2,941 shares — an estimated $85K sold.

Mount Yale Investment Advisors first reported a position in UFPI in Q1 2018 and held it in 3 quarters. The position peaked at $100K in Q2 2018. 206 funds tracked by Wall St. Rank hold UFPI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining UFP Industries position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,941 UFP Industries shares in Q4 2018, an estimated $85K.
  • Mount Yale Investment Advisors first reported a position in UFP Industries in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's UFP Industries position peaked at $100K in Q2 2018.
  • 206 funds tracked by Wall St. Rank held UFP Industries as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.