AFT Forsyth & Company’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q3
$136K Hold
3,133
0.18% 124
2013
Q2
$143K Buy
+3,133
New +$149K 0.2% 109

Other funds holding UL

AFT Forsyth & Company's UL Position: Q3 2013 in Review

AFT Forsyth & Company held its Unilever (UL) position steady in Q3 2013 at 3,133 shares worth $136K. The position accounts for 0.18% of the portfolio, ranked #124.

AFT Forsyth & Company first reported a position in UL in Q2 2013 and has held it in 2 quarters since. The position peaked at $143K in Q2 2013. 368 funds tracked by Wall St. Rank hold UL as of Q3 2013.

  • AFT Forsyth & Company held 3,133 shares of Unilever worth $136K as of Q3 2013.
  • AFT Forsyth & Company left its Unilever share count unchanged in Q3 2013.
  • Unilever made up 0.18% of AFT Forsyth & Company's portfolio in Q3 2013, its #124 holding.
  • AFT Forsyth & Company first reported a position in Unilever in Q2 2013 and has held it in 2 quarters since.
  • AFT Forsyth & Company's Unilever position peaked at $143K in Q2 2013.
  • 368 funds tracked by Wall St. Rank held Unilever as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.