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Reilly Financial Advisors’s Unifirst Corp UNF Stock Holding History

Reilly Financial Advisors’s Portfolio UNF Stock Details UNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-160
Closed -$24K – 1027
2017
Q3 		$24K Sell
160
-125
-44% -$17.7K ﹤0.01% 456
2017
Q2 		$40K Hold
285
– – 0.01% 347
2017
Q1 		$40K Hold
285
– – 0.01% 330
2016
Q4 		$41K Sell
285
-5,800
-95% -$786K 0.01% 307
2016
Q3 		$802K Buy
6,085
+530
+10% +$65.3K 0.14% 83
2016
Q2 		$643K Buy
+5,555
New +$621K 0.12% 90

Other funds holding UNF

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reilly Financial Advisors's UNF Position: Q4 2017 in Review

Reilly Financial Advisors sold out of Unifirst Corp (UNF) in Q4 2017, closing a stake of 160 shares — an estimated $24K sold.

Reilly Financial Advisors first reported a position in UNF in Q2 2016 and held it in 6 quarters. The position peaked at $802K in Q3 2016. 192 funds tracked by Wall St. Rank hold UNF as of Q4 2017.

  • Reilly Financial Advisors reported no remaining Unifirst Corp position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 160 Unifirst Corp shares in Q4 2017, an estimated $24K.
  • Reilly Financial Advisors first reported a position in Unifirst Corp in Q2 2016 and held it in 6 quarters.
  • Reilly Financial Advisors's Unifirst Corp position peaked at $802K in Q3 2016.
  • 192 funds tracked by Wall St. Rank held Unifirst Corp as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.