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YorkBridge Wealth Partners’s United Natural Foods UNFI Stock Holding History

YorkBridge Wealth Partners’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
2018
Q1 		– Sell
-11
Closed – – 884
2017
Q4 		$0 Hold
11
– – ﹤0.01% 907
2017
Q3 		$0 Hold
11
– – ﹤0.01% 916
2017
Q2 		$0 Hold
11
– – ﹤0.01% 916
2017
Q1 		$0 Hold
11
– – ﹤0.01% 922
2016
Q4 		$1K Buy
+11
New +$494 ﹤0.01% 854

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

YorkBridge Wealth Partners's UNFI Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of United Natural Foods (UNFI) in Q1 2018, closing a stake of 11 shares.

YorkBridge Wealth Partners first reported a position in UNFI in Q4 2016 and held it in 5 quarters. The position peaked at $1K in Q4 2016. 316 funds tracked by Wall St. Rank hold UNFI as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining United Natural Foods position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 11 United Natural Foods shares in Q1 2018.
  • YorkBridge Wealth Partners first reported a position in United Natural Foods in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's United Natural Foods position peaked at $1K in Q4 2016.
  • 316 funds tracked by Wall St. Rank held United Natural Foods as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.