NES
UFPI icon

New England Securities’s UFP Industries UFPI Stock Holding History

New England Securities’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
2014
Q4 		$8K Hold
450
– – ﹤0.01% 1157
2014
Q3 		$6K Sell
450
-300
-40% -$4.63K ﹤0.01% 1243
2014
Q2 		$12K Buy
750
+390
+108% +$6.58K ﹤0.01% 1062
2014
Q1 		$7K Buy
+360
New +$6.41K ﹤0.01% 1181

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

New England Securities's UFPI Position: Q4 2014 in Review

New England Securities held its UFP Industries (UFPI) position steady in Q4 2014 at 450 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

New England Securities first reported a position in UFPI in Q1 2014 and has held it in 4 quarters since. The position peaked at $12K in Q2 2014. 143 funds tracked by Wall St. Rank hold UFPI as of Q4 2014.

  • New England Securities held 450 shares of UFP Industries worth $8K as of Q4 2014.
  • New England Securities left its UFP Industries share count unchanged in Q4 2014.
  • UFP Industries made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1157 holding.
  • New England Securities first reported a position in UFP Industries in Q1 2014 and has held it in 4 quarters since.
  • New England Securities's UFP Industries position peaked at $12K in Q2 2014.
  • 143 funds tracked by Wall St. Rank held UFP Industries as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.