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WealthPLAN Partners’s US Foods USFD Stock Holding History

WealthPLAN Partners’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,575
Closed -$339K – 258
2019
Q3 		$339K Hold
8,575
– – 0.05% 173
2019
Q2 		$329K Sell
8,575
-100
-1% -$3.63K 0.05% 173
2019
Q1 		$330K Sell
8,675
-5,000
-37% -$172K 0.05% 190
2018
Q4 		$483K Sell
13,675
-5,000
-27% -$154K 0.08% 157
2018
Q3 		$603K Hold
18,675
– – 0.11% 132
2018
Q2 		$706K Buy
18,675
+100
+0.5% +$3.54K 0.14% 117
2018
Q1 		$609K Sell
18,575
-1,800
-9% -$58.8K 0.13% 124
2017
Q4 		$651K Sell
20,375
-5,450
-21% -$154K 0.17% 110
2017
Q3 		$690K Sell
25,825
-1,785
-6% -$48.9K 0.19% 94
2017
Q2 		$752K Buy
+27,610
New +$786K 0.22% 84

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LP
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Invesco
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AllianceBernstein
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EC
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Wellington Management Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return