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Rational Advisors’s UFP Industries UFPI Stock Holding History

Rational Advisors’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,750
Closed -$222K – 354
2017
Q1 		$222K Sell
6,750
-11,250
-63% -$376K 0.15% 159
2016
Q4 		$613K Sell
18,000
-2,550
-12% -$83.1K 0.58% 59
2016
Q3 		$675K Hold
20,550
– – 0.44% 93
2016
Q2 		$635K Hold
20,550
– – 0.44% 67
2016
Q1 		$588K Buy
+20,550
New +$490K 0.39% 64
2013
Q4 		$3.55M Sell
204,000
-6,000
-3% -$98.8K 0.3% 105
2013
Q3 		$2.94M Hold
210,000
– – 0.22% 140
2013
Q2 		$2.79M Buy
+210,000
New +$2.73M 0.23% 141

Other funds holding UFPI

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rational Advisors's UFPI Position: Q2 2017 in Review

Rational Advisors sold out of UFP Industries (UFPI) in Q2 2017, closing a stake of 6,750 shares — an estimated $222K sold.

Rational Advisors first reported a position in UFPI in Q2 2013 and held it in 8 quarters. The position peaked at $3.55M in Q4 2013. 197 funds tracked by Wall St. Rank hold UFPI as of Q2 2017.

  • Rational Advisors reported no remaining UFP Industries position as of Q2 2017 after selling out during the quarter.
  • Rational Advisors sold 6,750 UFP Industries shares in Q2 2017, an estimated $222K.
  • Rational Advisors first reported a position in UFP Industries in Q2 2013 and held it in 8 quarters.
  • Rational Advisors's UFP Industries position peaked at $3.55M in Q4 2013.
  • 197 funds tracked by Wall St. Rank held UFP Industries as of Q2 2017.

Based on Rational Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.