WP
UFS

WealthSource Partners’s DOMTAR CORPORATION (New) UFS Stock Holding History

WealthSource Partners’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
2017
Q1 		– Sell
-6,704
Closed -$262K – 314
2016
Q4 		$262K Buy
6,704
+214
+3% +$8.15K 0.11% 182
2016
Q3 		$241K Sell
6,490
-355
-5% -$13.1K 0.09% 212
2016
Q2 		$240K Buy
+6,845
New +$263K 0.09% 210

Other funds holding UFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

WealthSource Partners's UFS Position: Q1 2017 in Review

WealthSource Partners sold out of DOMTAR CORPORATION (New) (UFS) in Q1 2017, closing a stake of 6,704 shares — an estimated $262K sold.

WealthSource Partners first reported a position in UFS in Q2 2016 and held it in 3 quarters. The position peaked at $262K in Q4 2016. 263 funds tracked by Wall St. Rank hold UFS as of Q1 2017.

  • WealthSource Partners reported no remaining DOMTAR CORPORATION (New) position as of Q1 2017 after selling out during the quarter.
  • WealthSource Partners sold 6,704 DOMTAR CORPORATION (New) shares in Q1 2017, an estimated $262K.
  • WealthSource Partners first reported a position in DOMTAR CORPORATION (New) in Q2 2016 and held it in 3 quarters.
  • WealthSource Partners's DOMTAR CORPORATION (New) position peaked at $262K in Q4 2016.
  • 263 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q1 2017.

Based on WealthSource Partners's 13F filing for Q1 2017, filed 9 May 2017.