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Stratos Wealth Partners’s United Natural Foods UNFI Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,319
Closed -$40K – 2411
2018
Q3 		$40K Buy
+1,319
New +$47.8K ﹤0.01% 1553
2018
Q2 		– Sell
-369
Closed -$16K – 2492
2018
Q1 		$16K Hold
369
– – ﹤0.01% 2110
2017
Q4 		$18K Buy
+369
New +$16.1K ﹤0.01% 1951

Other funds holding UNFI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Stratos Wealth Partners's UNFI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of United Natural Foods (UNFI) in Q4 2018, closing a stake of 1,319 shares — an estimated $40K sold.

Stratos Wealth Partners first reported a position in UNFI in Q4 2017 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 238 funds tracked by Wall St. Rank hold UNFI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining United Natural Foods position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,319 United Natural Foods shares in Q4 2018, an estimated $40K.
  • Stratos Wealth Partners first reported a position in United Natural Foods in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's United Natural Foods position peaked at $40K in Q3 2018.
  • 238 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.