Ancora Family Wealth Advisors’s Unilever UL Stock Holding History

Ancora Family Wealth Advisors’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 Q3	$1.4M	Buy	26,228 +711	+3%	+$37.5K	0.48%	66
2016 Q2	$1.38M	Sell	25,517 -534	-2%	-$27.4K	0.52%	61
2016 Q1	$1.32M	Sell	26,051 -777	-3%	-$37.8K	0.54%	58
2015 Q4	$1.3M	Buy	26,828 +888	+3%	+$43.3K	0.56%	58
2015 Q3	$1.19M	Buy	+25,940	New	+$1.24M	0.5%	64

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ancora Family Wealth Advisors's UL Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Unilever (UL) stake by 2.8% in Q3 2016, buying an estimated $37.5K and bringing the position to 26,228 shares worth $1.4M. The position accounts for 0.48% of the portfolio, ranked #66.

Ancora Family Wealth Advisors first reported a position in UL in Q3 2015 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold UL as of Q3 2016.

Ancora Family Wealth Advisors held 26,228 shares of Unilever worth $1.4M as of Q3 2016.
Ancora Family Wealth Advisors bought 711 Unilever shares in Q3 2016, an estimated $37.5K.
Unilever made up 0.48% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #66 holding.
Ancora Family Wealth Advisors first reported a position in Unilever in Q3 2015 and has held it in 5 quarters since.
510 funds tracked by Wall St. Rank held Unilever as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.