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WFG Advisors’s United Natural Foods UNFI Stock Holding History

WFG Advisors’s Portfolio UNFI Stock Details UNFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-515
Closed -$33K – 1712
2015
Q2 		$33K Hold
515
– – 0.01% 841
2015
Q1 		$40K Sell
515
-1,756
-77% -$138K 0.01% 790
2014
Q4 		$176K Hold
2,271
– – 0.04% 469
2014
Q3 		$140K Hold
2,271
– – 0.03% 545
2014
Q2 		$148K Buy
2,271
+560
+33% +$37.4K 0.03% 531
2014
Q1 		$121K Buy
1,711
+45
+3% +$3.21K 0.02% 580
2013
Q4 		$126K Buy
1,666
+1,640
+6,308% +$116K 0.02% 655
2013
Q3 		$2K Hold
26
– – ﹤0.01% 1958
2013
Q2 		$1K Buy
+26
New +$1.35K ﹤0.01% 1994

Other funds holding UNFI

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

WFG Advisors's UNFI Position: Q3 2015 in Review

WFG Advisors sold out of United Natural Foods (UNFI) in Q3 2015, closing a stake of 515 shares — an estimated $33K sold.

WFG Advisors first reported a position in UNFI in Q2 2013 and held it in 9 quarters. The position peaked at $176K in Q4 2014. 285 funds tracked by Wall St. Rank hold UNFI as of Q3 2015.

  • WFG Advisors reported no remaining United Natural Foods position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 515 United Natural Foods shares in Q3 2015, an estimated $33K.
  • WFG Advisors first reported a position in United Natural Foods in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's United Natural Foods position peaked at $176K in Q4 2014.
  • 285 funds tracked by Wall St. Rank held United Natural Foods as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.