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Wealthspire Advisors (Maryland)’s UNIFI UFI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-35
Closed -$1K – 2600
2018
Q4 		$1K Sell
35
-50
-59% -$1.26K ﹤0.01% 2343
2018
Q3 		$2K Buy
85
+26
+44% +$813 ﹤0.01% 2199
2018
Q2 		$2K Buy
59
+6
+11% +$198 ﹤0.01% 2208
2018
Q1 		$2K Hold
53
– – ﹤0.01% 2217
2017
Q4 		$2K Buy
53
+35
+194% +$1.27K ﹤0.01% 2177
2017
Q3 		$1K Buy
18
+3
+20% +$95 ﹤0.01% 2152
2017
Q2 		$0 Hold
15
– – ﹤0.01% 2281
2017
Q1 		$0 Hold
15
– – ﹤0.01% 2014
2016
Q4 		$0 Hold
15
– – ﹤0.01% 1844
2016
Q3 		$0 Hold
15
– – ﹤0.01% 1806
2016
Q2 		$0 Hold
15
– – ﹤0.01% 1808
2016
Q1 		$0 Hold
15
– – ﹤0.01% 1844
2015
Q4 		$0 Buy
+15
New +$442 ﹤0.01% 1773

Other funds holding UFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UFI Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of UNIFI (UFI) in Q1 2019, closing a stake of 35 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in UFI in Q4 2015 and held it in 13 quarters. The position peaked at $2K in Q3 2018. 121 funds tracked by Wall St. Rank hold UFI as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining UNIFI position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 35 UNIFI shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in UNIFI in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s UNIFI position peaked at $2K in Q3 2018.
  • 121 funds tracked by Wall St. Rank held UNIFI as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.