PRW Wealth Management’s US Foods USFD Stock Holding History

PRW Wealth Management’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-94	Closed	-$3K	–	640
2019 Q1	$3K	Hold	94	–	–	﹤0.01%	478
2018 Q4	$3K	Buy	+94	New	+$2.9K	﹤0.01%	477

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

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

PRW Wealth Management's USFD Position: Q2 2019 in Review

PRW Wealth Management sold out of US Foods (USFD) in Q2 2019, closing a stake of 94 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in USFD in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 289 funds tracked by Wall St. Rank hold USFD as of Q2 2019.

PRW Wealth Management reported no remaining US Foods position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 94 US Foods shares in Q2 2019, an estimated $3K.
PRW Wealth Management first reported a position in US Foods in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's US Foods position peaked at $3K in Q1 2019.
289 funds tracked by Wall St. Rank held US Foods as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.