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WFG Advisors’s UFP Industries UFPI Stock Holding History

WFG Advisors’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-63
Closed -$1K – 1813
2015
Q1 		$1K Hold
63
– – ﹤0.01% 1669
2014
Q4 		$1K Hold
63
– – ﹤0.01% 1996
2014
Q3 		$1K Buy
+63
New +$971 ﹤0.01% 2013

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

WFG Advisors's UFPI Position: Q2 2015 in Review

WFG Advisors sold out of UFP Industries (UFPI) in Q2 2015, closing a stake of 63 shares — an estimated $1K sold.

WFG Advisors first reported a position in UFPI in Q3 2014 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 156 funds tracked by Wall St. Rank hold UFPI as of Q2 2015.

  • WFG Advisors reported no remaining UFP Industries position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 63 UFP Industries shares in Q2 2015, an estimated $1K.
  • WFG Advisors first reported a position in UFP Industries in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's UFP Industries position peaked at $1K in Q1 2015.
  • 156 funds tracked by Wall St. Rank held UFP Industries as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.