WFG Advisors’s UNIFI UFI Stock Holding History

WFG Advisors’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
2017 Q2	$5K	Hold	150	–	–	﹤0.01%	1299
2017 Q1	$4K	Hold	150	–	–	﹤0.01%	1258
2016 Q4	$5K	Hold	150	–	–	﹤0.01%	1280
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	1318
2016 Q2	$4K	Hold	150	–	–	﹤0.01%	1291
2016 Q1	$3K	Hold	150	–	–	﹤0.01%	1294
2015 Q4	$4K	Hold	150	–	–	﹤0.01%	1282
2015 Q3	$4K	Hold	150	–	–	﹤0.01%	1316
2015 Q2	$5K	Hold	150	–	–	﹤0.01%	1359
2015 Q1	$5K	Hold	150	–	–	﹤0.01%	1382
2014 Q4	$4K	Hold	150	–	–	﹤0.01%	1719
2014 Q3	$4K	Buy	+150	New	+$4.24K	﹤0.01%	1738
2014 Q1	–	Sell	-26	Closed	-$1K	–	2231
2013 Q4	$1K	Hold	26	–	–	﹤0.01%	2129
2013 Q3	$1K	Hold	26	–	–	﹤0.01%	2078
2013 Q2	$1K	Buy	+26	New	+$511	﹤0.01%	1993

Other funds holding UFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WFG Advisors's UFI Position: Q2 2017 in Review

WFG Advisors held its UNIFI (UFI) position steady in Q2 2017 at 150 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

WFG Advisors first reported a position in UFI in Q2 2013 and has held it in 15 quarters since. 132 funds tracked by Wall St. Rank hold UFI as of Q2 2017.

WFG Advisors held 150 shares of UNIFI worth $5K as of Q2 2017.
WFG Advisors left its UNIFI share count unchanged in Q2 2017.
UNIFI made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1299 holding.
WFG Advisors first reported a position in UNIFI in Q2 2013 and has held it in 15 quarters since.
132 funds tracked by Wall St. Rank held UNIFI as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.