One Wealth Advisors’s United Natural Foods UNFI Stock Holding History

One Wealth 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
2019 Q2	–	Sell	-269	Closed	-$4K	–	457
2019 Q1	$4K	Buy	+269	New	+$3.63K	﹤0.01%	407
2018 Q4	–	Sell	-1,590	Closed	-$48K	–	448
2018 Q3	$48K	Hold	1,590	–	–	0.04%	275
2018 Q2	$68K	Hold	1,590	–	–	0.05%	236
2018 Q1	$68K	Buy	+1,590	New	+$71.9K	0.06%	225

Other funds holding UNFI

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

One Wealth Advisors's UNFI Position: Q2 2019 in Review

One Wealth Advisors sold out of United Natural Foods (UNFI) in Q2 2019, closing a stake of 269 shares — an estimated $4K sold.

One Wealth Advisors first reported a position in UNFI in Q1 2018 and held it in 4 quarters. The position peaked at $68K in Q2 2018. 206 funds tracked by Wall St. Rank hold UNFI as of Q2 2019.

One Wealth Advisors reported no remaining United Natural Foods position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 269 United Natural Foods shares in Q2 2019, an estimated $4K.
One Wealth Advisors first reported a position in United Natural Foods in Q1 2018 and held it in 4 quarters.
One Wealth Advisors's United Natural Foods position peaked at $68K in Q2 2018.
206 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.