WA
UNFI icon

Waverly Advisors’s United Natural Foods UNFI Stock Holding History

Waverly Advisors’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
2014
Q4 		– Sell
-86
Closed -$5K – 668
2014
Q3 		$5K Hold
86
– – ﹤0.01% 640
2014
Q2 		$6K Hold
86
– – ﹤0.01% 563
2014
Q1 		$6K Hold
86
– – ﹤0.01% 527
2013
Q4 		$6K Buy
+86
New +$6.07K ﹤0.01% 653

Other funds holding UNFI

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's UNFI Position: Q4 2014 in Review

Waverly Advisors sold out of United Natural Foods (UNFI) in Q4 2014, closing a stake of 86 shares — an estimated $5K sold.

Waverly Advisors first reported a position in UNFI in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q2 2014. 298 funds tracked by Wall St. Rank hold UNFI as of Q4 2014.

  • Waverly Advisors reported no remaining United Natural Foods position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 86 United Natural Foods shares in Q4 2014, an estimated $5K.
  • Waverly Advisors first reported a position in United Natural Foods in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's United Natural Foods position peaked at $6K in Q2 2014.
  • 298 funds tracked by Wall St. Rank held United Natural Foods as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.