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Advantage Investment Management’s Unilever UL Stock Holding History

Advantage Investment Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-36
Closed -$2K – 921
2016
Q1 		$2K Hold
36
– – ﹤0.01% 790
2015
Q4 		$2K Hold
36
– – ﹤0.01% 785
2015
Q3 		$2K Hold
36
– – ﹤0.01% 762
2015
Q2 		$2K Hold
36
– – ﹤0.01% 798
2015
Q1 		$2K Sell
36
-222
-86% -$10.6K ﹤0.01% 796
2014
Q4 		$12K Buy
+258
New +$11.8K 0.01% 501

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advantage Investment Management's UL Position: Q2 2016 in Review

Advantage Investment Management sold out of Unilever (UL) in Q2 2016, closing a stake of 36 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in UL in Q4 2014 and held it in 6 quarters. The position peaked at $12K in Q4 2014. 515 funds tracked by Wall St. Rank hold UL as of Q2 2016.

  • Advantage Investment Management reported no remaining Unilever position as of Q2 2016 after selling out during the quarter.
  • Advantage Investment Management sold 36 Unilever shares in Q2 2016, an estimated $2K.
  • Advantage Investment Management first reported a position in Unilever in Q4 2014 and held it in 6 quarters.
  • Advantage Investment Management's Unilever position peaked at $12K in Q4 2014.
  • 515 funds tracked by Wall St. Rank held Unilever as of Q2 2016.

Based on Advantage Investment Management's 13F filing for Q2 2016, filed 27 Mar 2017.