YorkBridge Wealth Partners’s UNIFI UFI Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-39	Closed	-$1K	–	920
2016 Q4	$1K	Buy	+39	New	+$1.2K	﹤0.01%	853

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IAM

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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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YorkBridge Wealth Partners's UFI Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of UNIFI (UFI) in Q1 2017, closing a stake of 39 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in UFI in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 129 funds tracked by Wall St. Rank hold UFI as of Q1 2017.

YorkBridge Wealth Partners reported no remaining UNIFI position as of Q1 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 39 UNIFI shares in Q1 2017, an estimated $1K.
YorkBridge Wealth Partners first reported a position in UNIFI in Q4 2016 and held it in 1 quarter.
YorkBridge Wealth Partners's UNIFI position peaked at $1K in Q4 2016.
129 funds tracked by Wall St. Rank held UNIFI as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.