1WA
UN

180 Wealth Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

180 Wealth Advisors’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,810
Closed -$235K – 328
2020
Q3 		$235K Sell
3,810
-328
-8% -$19K 0.09% 223
2020
Q2 		$224K Sell
4,138
-619
-13% -$31.5K 0.09% 221
2020
Q1 		$231K Sell
4,757
-2,322
-33% -$127K 0.12% 185
2019
Q4 		$399K Buy
7,079
+185
+3% +$10.9K 0.16% 155
2019
Q3 		$408K Buy
6,894
+566
+9% +$34K 0.18% 154
2019
Q2 		$368K Buy
6,328
+2
+0% +$120 0.17% 152
2019
Q1 		$376K Buy
6,326
+899
+17% +$49.4K 0.17% 149
2018
Q4 		$301K Hold
5,427
– – 0.14% 182
2018
Q3 		$301K Buy
5,427
+1,789
+49% +$101K 0.14% 183
2018
Q2 		$203K Buy
+3,638
New +$203K 0.1% 228

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

180 Wealth Advisors's UN Position: Q4 2020 in Review

180 Wealth Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 3,810 shares — an estimated $235K sold.

180 Wealth Advisors first reported a position in UN in Q2 2018 and held it in 10 quarters. The position peaked at $408K in Q3 2019. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • 180 Wealth Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • 180 Wealth Advisors sold 3,810 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $235K.
  • 180 Wealth Advisors first reported a position in Unilever NV New York Registry Shares in Q2 2018 and held it in 10 quarters.
  • 180 Wealth Advisors's Unilever NV New York Registry Shares position peaked at $408K in Q3 2019.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on 180 Wealth Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.