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Polaris Wealth Advisory Group’s United Natural Foods UNFI Stock Holding History

Polaris Wealth Advisory Group’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
2017
Q2 		– Sell
-30,489
Closed -$1.32M – 134
2017
Q1 		$1.32M Buy
30,489
+1,160
+4% +$52.2K 0.14% 69
2016
Q4 		$1.4M Buy
29,329
+379
+1% +$17K 0.16% 62
2016
Q3 		$1.16M Buy
+28,950
New +$1.33M 0.14% 63

Other funds holding UNFI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Polaris Wealth Advisory Group's UNFI Position: Q2 2017 in Review

Polaris Wealth Advisory Group sold out of United Natural Foods (UNFI) in Q2 2017, closing a stake of 30,489 shares — an estimated $1.32M sold.

Polaris Wealth Advisory Group first reported a position in UNFI in Q3 2016 and held it in 3 quarters. The position peaked at $1.4M in Q4 2016. 273 funds tracked by Wall St. Rank hold UNFI as of Q2 2017.

  • Polaris Wealth Advisory Group reported no remaining United Natural Foods position as of Q2 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 30,489 United Natural Foods shares in Q2 2017, an estimated $1.32M.
  • Polaris Wealth Advisory Group first reported a position in United Natural Foods in Q3 2016 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's United Natural Foods position peaked at $1.4M in Q4 2016.
  • 273 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2017, filed 9 Aug 2017.