WI
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WBI Investments’s UFP Industries UFPI Stock Holding History

WBI Investments’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
2016
Q3 		– Sell
-113,841
Closed -$3.52M – 320
2016
Q2 		$3.52M Buy
+113,841
New +$3.2M 0.13% 90
2015
Q4 		– Sell
-30,150
Closed -$580K – 260
2015
Q3 		$580K Buy
+30,150
New +$600K 0.02% 132
2014
Q4 		– Sell
-27,891
Closed -$397K – 240
2014
Q3 		$397K Buy
+27,891
New +$430K 0.01% 158

Other funds holding UFPI

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

WBI Investments's UFPI Position: Q3 2016 in Review

WBI Investments sold out of UFP Industries (UFPI) in Q3 2016, closing a stake of 113,841 shares — an estimated $3.52M sold.

WBI Investments first reported a position in UFPI in Q3 2014 and held it in 3 quarters. The position peaked at $3.52M in Q2 2016. 218 funds tracked by Wall St. Rank hold UFPI as of Q3 2016.

  • WBI Investments reported no remaining UFP Industries position as of Q3 2016 after selling out during the quarter.
  • WBI Investments sold 113,841 UFP Industries shares in Q3 2016, an estimated $3.52M.
  • WBI Investments first reported a position in UFP Industries in Q3 2014 and held it in 3 quarters.
  • WBI Investments's UFP Industries position peaked at $3.52M in Q2 2016.
  • 218 funds tracked by Wall St. Rank held UFP Industries as of Q3 2016.

Based on WBI Investments's 13F filing for Q3 2016, filed 14 Nov 2016.