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Salem Investment Counselors’s UFP Industries UFPI Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-78
Closed -$3K – 673
2016
Q4 		$3K Buy
+78
New +$2.54K ﹤0.01% 597

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Salem Investment Counselors's UFPI Position: Q1 2017 in Review

Salem Investment Counselors sold out of UFP Industries (UFPI) in Q1 2017, closing a stake of 78 shares — an estimated $3K sold.

Salem Investment Counselors first reported a position in UFPI in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 203 funds tracked by Wall St. Rank hold UFPI as of Q1 2017.

  • Salem Investment Counselors reported no remaining UFP Industries position as of Q1 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 78 UFP Industries shares in Q1 2017, an estimated $3K.
  • Salem Investment Counselors first reported a position in UFP Industries in Q4 2016 and held it in 1 quarter.
  • Salem Investment Counselors's UFP Industries position peaked at $3K in Q4 2016.
  • 203 funds tracked by Wall St. Rank held UFP Industries as of Q1 2017.

Based on Salem Investment Counselors's 13F filing for Q1 2017, filed 16 May 2017.