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Wealthspire Advisors (Maryland)’s US Foods USFD Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-239
Closed -$8K – 1959
2019
Q1 		$8K Sell
239
-15
-6% -$515 ﹤0.01% 1641
2018
Q4 		$8K Buy
254
+187
+279% +$5.77K ﹤0.01% 1571
2018
Q3 		$2K Hold
67
– – ﹤0.01% 2202
2018
Q2 		$3K Sell
67
-229
-77% -$8.11K ﹤0.01% 2060
2018
Q1 		$10K Buy
296
+229
+342% +$7.49K ﹤0.01% 1582
2017
Q4 		$2K Buy
+67
New +$1.9K ﹤0.01% 2179
2017
Q3 		– Sell
-8
Closed – – 2470
2017
Q2 		$0 Hold
8
– – ﹤0.01% 2282
2017
Q1 		$0 Buy
+8
New +$217 ﹤0.01% 2018

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s USFD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of US Foods (USFD) in Q2 2019, closing a stake of 239 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in USFD in Q1 2017 and held it in 8 quarters. The position peaked at $10K in Q1 2018. 289 funds tracked by Wall St. Rank hold USFD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining US Foods position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 239 US Foods shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in US Foods in Q1 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s US Foods position peaked at $10K in Q1 2018.
  • 289 funds tracked by Wall St. Rank held US Foods as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.