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	-8,500	Closed	-$13K	–	259
2019 Q3	$13K	Hold	8,500	–	–	﹤0.01%	234
2019 Q2	$3K	Hold	8,500	–	–	﹤0.01%	240
2019 Q1	$9K	Buy	+8,500	New	+$292K	﹤0.01%	257
2018 Q4	–	Sell	-18,500	Closed	-$56K	–	275
2018 Q3	$56K	Buy	+18,500	New	+$640K	0.01%	249
2017 Q4	–	Sell	-25,700	Closed	-$2K	–	237
2017 Q3	$2K	Sell	25,700 -1,800	-7%	-$49.3K	﹤0.01%	198
2017 Q2	$17K	Buy	+27,500	New	+$782K	﹤0.01%	178

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's USFD Position: Q4 2019 in Review

WealthPLAN Partners sold out of US Foods (USFD) in Q4 2019, closing a stake of 8,575 shares — an estimated $339K sold.

WealthPLAN Partners first reported a position in USFD in Q2 2017 and held it in 10 quarters. The position peaked at $752K in Q2 2017. 326 funds tracked by Wall St. Rank hold USFD as of Q4 2019.

WealthPLAN Partners reported no remaining US Foods position as of Q4 2019 after selling out during the quarter.
WealthPLAN Partners sold 8,575 US Foods shares in Q4 2019, an estimated $339K.
WealthPLAN Partners first reported a position in US Foods in Q2 2017 and held it in 10 quarters.
WealthPLAN Partners's US Foods position peaked at $752K in Q2 2017.
326 funds tracked by Wall St. Rank held US Foods as of Q4 2019.

Based on WealthPLAN Partners's 13F filing for Q4 2019, filed 14 Feb 2020.