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Nelson Capital Management’s United Natural Foods UNFI Stock Holding History

Nelson Capital Management’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
2015
Q3 		– Sell
-119
Closed -$8K – 264
2015
Q2 		$8K Hold
119
– – ﹤0.01% 212
2015
Q1 		$9K Hold
119
– – ﹤0.01% 211
2014
Q4 		$9K Hold
119
– – ﹤0.01% 239
2014
Q3 		$7K Buy
+119
New +$7.47K ﹤0.01% 260

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RP
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FCM
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Nelson Capital Management's UNFI Position: Q3 2015 in Review

Nelson Capital Management sold out of United Natural Foods (UNFI) in Q3 2015, closing a stake of 119 shares — an estimated $8K sold.

Nelson Capital Management first reported a position in UNFI in Q3 2014 and held it in 4 quarters. The position peaked at $9K in Q1 2015. 285 funds tracked by Wall St. Rank hold UNFI as of Q3 2015.

  • Nelson Capital Management reported no remaining United Natural Foods position as of Q3 2015 after selling out during the quarter.
  • Nelson Capital Management sold 119 United Natural Foods shares in Q3 2015, an estimated $8K.
  • Nelson Capital Management first reported a position in United Natural Foods in Q3 2014 and held it in 4 quarters.
  • Nelson Capital Management's United Natural Foods position peaked at $9K in Q1 2015.
  • 285 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2015.

Based on Nelson Capital Management's 13F filing for Q3 2015, filed 22 Oct 2015.