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WealthPLAN Partners’s United Natural Foods UNFI Stock Holding History

WealthPLAN 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
2016
Q3 		$7K Hold
175
– – ﹤0.01% 653
2016
Q2 		$8.19K Buy
+175
New +$6.72K ﹤0.01% 1815
2015
Q4 		$6.89K Buy
+175
New +$8.2K ﹤0.01% 1261

Other funds holding UNFI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return

WealthPLAN Partners's UNFI Position: Q3 2016 in Review

WealthPLAN Partners held its United Natural Foods (UNFI) position steady in Q3 2016 at 175 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

WealthPLAN Partners first reported a position in UNFI in Q4 2015 and has held it in 3 quarters since. The position peaked at $8.19K in Q2 2016. 314 funds tracked by Wall St. Rank hold UNFI as of Q3 2016.

  • WealthPLAN Partners held 175 shares of United Natural Foods worth $7K as of Q3 2016.
  • WealthPLAN Partners left its United Natural Foods share count unchanged in Q3 2016.
  • United Natural Foods made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #653 holding.
  • WealthPLAN Partners first reported a position in United Natural Foods in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's United Natural Foods position peaked at $8.19K in Q2 2016.
  • 314 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.