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Paulson Wealth Management’s United Natural Foods UNFI Stock Holding History

Paulson Wealth 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
2018
Q1 		– Sell
-529
Closed -$26K – 503
2017
Q4 		$26K Buy
+529
New +$23.1K 0.02% 260

Other funds holding UNFI

BlackRock
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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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paulson Wealth Management's UNFI Position: Q1 2018 in Review

Paulson Wealth Management sold out of United Natural Foods (UNFI) in Q1 2018, closing a stake of 529 shares — an estimated $26K sold.

Paulson Wealth Management first reported a position in UNFI in Q4 2017 and held it in 1 quarter. The position peaked at $26K in Q4 2017. 316 funds tracked by Wall St. Rank hold UNFI as of Q1 2018.

  • Paulson Wealth Management reported no remaining United Natural Foods position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 529 United Natural Foods shares in Q1 2018, an estimated $26K.
  • Paulson Wealth Management first reported a position in United Natural Foods in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's United Natural Foods position peaked at $26K in Q4 2017.
  • 316 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.