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Triangle Securities Wealth Management’s United Natural Foods UNFI Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-1,074
Closed -$58K – 367
2013
Q2 		$58K Buy
+1,074
New +$55.7K 0.04% 236

Other funds holding UNFI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Triangle Securities Wealth Management's UNFI Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of United Natural Foods (UNFI) in Q3 2013, closing a stake of 1,074 shares — an estimated $58K sold.

Triangle Securities Wealth Management first reported a position in UNFI in Q2 2013 and held it in 1 quarter. The position peaked at $58K in Q2 2013. 261 funds tracked by Wall St. Rank hold UNFI as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining United Natural Foods position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,074 United Natural Foods shares in Q3 2013, an estimated $58K.
  • Triangle Securities Wealth Management first reported a position in United Natural Foods in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's United Natural Foods position peaked at $58K in Q2 2013.
  • 261 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.