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Pathway Financial Advisors’s United Natural Foods UNFI Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-1,175
Closed -$50K – 362
2018
Q2 		$50K Buy
1,175
+25
+2% +$1.1K 0.03% 253
2018
Q1 		$49K Hold
1,150
– – 0.03% 258
2017
Q4 		$57K Buy
+1,150
New +$50.2K 0.03% 247

Other funds holding UNFI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Pathway Financial Advisors's UNFI Position: Q3 2018 in Review

Pathway Financial Advisors sold out of United Natural Foods (UNFI) in Q3 2018, closing a stake of 1,175 shares — an estimated $50K sold.

Pathway Financial Advisors first reported a position in UNFI in Q4 2017 and held it in 3 quarters. The position peaked at $57K in Q4 2017. 274 funds tracked by Wall St. Rank hold UNFI as of Q3 2018.

  • Pathway Financial Advisors reported no remaining United Natural Foods position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,175 United Natural Foods shares in Q3 2018, an estimated $50K.
  • Pathway Financial Advisors first reported a position in United Natural Foods in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's United Natural Foods position peaked at $57K in Q4 2017.
  • 274 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.