Wealth Enhancement Advisory Services
UFS

Wealth Enhancement Advisory Services’s DOMTAR CORPORATION (New) UFS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-22,410
Closed -$1M – 200
2018
Q1 		$1M Buy
22,410
+132
+0.6% +$6.21K 0.07% 106
2017
Q4 		$1.12M Sell
22,278
-1,420
-6% -$66K 0.08% 103
2017
Q3 		$1M Buy
+23,698
New +$945K 0.08% 95
2016
Q3 		– Sell
-34,338
Closed -$1.2M – 195
2016
Q2 		$1.2M Buy
34,338
+3,659
+12% +$141K 0.22% 97
2016
Q1 		$1.24M Buy
30,679
+5,990
+24% +$205K 0.25% 61
2015
Q4 		$912K Buy
+24,689
New +$978K 0.23% 99
2015
Q1 		– Sell
-13,933
Closed -$560K – 125
2014
Q4 		$560K Buy
+13,933
New +$549K 0.22% 89

Other funds holding UFS

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's UFS Position: Q2 2018 in Review

Wealth Enhancement Advisory Services sold out of DOMTAR CORPORATION (New) (UFS) in Q2 2018, closing a stake of 22,410 shares — an estimated $1M sold.

Wealth Enhancement Advisory Services first reported a position in UFS in Q4 2014 and held it in 7 quarters. The position peaked at $1.24M in Q1 2016. 296 funds tracked by Wall St. Rank hold UFS as of Q2 2018.

  • Wealth Enhancement Advisory Services reported no remaining DOMTAR CORPORATION (New) position as of Q2 2018 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 22,410 DOMTAR CORPORATION (New) shares in Q2 2018, an estimated $1M.
  • Wealth Enhancement Advisory Services first reported a position in DOMTAR CORPORATION (New) in Q4 2014 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's DOMTAR CORPORATION (New) position peaked at $1.24M in Q1 2016.
  • 296 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q2 2018.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2018, filed 30 Jul 2018.