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Advocacy Wealth Management Services’s Unilever UL Stock Holding History

Advocacy Wealth Management Services’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
2017
Q4 		– Sell
-133
Closed -$7K – 255
2017
Q3 		$7K Hold
133
– – ﹤0.01% 221
2017
Q2 		$8K Hold
133
– – ﹤0.01% 210
2017
Q1 		$7K Hold
133
– – ﹤0.01% 243
2016
Q4 		$6K Hold
133
– – ﹤0.01% 246
2016
Q3 		$7K Hold
133
– – ﹤0.01% 298
2016
Q2 		$7K Hold
133
– – ﹤0.01% 325
2016
Q1 		$7K Hold
133
– – ﹤0.01% 393
2015
Q4 		$6K Buy
+133
New +$6.49K 0.01% 403

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FMI
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Mawer Investment Management
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Lazard Asset Management
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HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Advocacy Wealth Management Services's UL Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Unilever (UL) in Q4 2017, closing a stake of 133 shares — an estimated $7K sold.

Advocacy Wealth Management Services first reported a position in UL in Q4 2015 and held it in 8 quarters. The position peaked at $8K in Q2 2017. 610 funds tracked by Wall St. Rank hold UL as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining Unilever position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 133 Unilever shares in Q4 2017, an estimated $7K.
  • Advocacy Wealth Management Services first reported a position in Unilever in Q4 2015 and held it in 8 quarters.
  • Advocacy Wealth Management Services's Unilever position peaked at $8K in Q2 2017.
  • 610 funds tracked by Wall St. Rank held Unilever as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.