Arcadia Investment Management’s Unilever UL Stock Holding History

Arcadia 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
2018 Q4	–	Sell	-280	Closed	-$17K	–	327
2018 Q3	$17K	Hold	280	–	–	﹤0.01%	285
2018 Q2	$17K	Hold	280	–	–	﹤0.01%	289
2018 Q1	$18K	Sell	280 -398	-59%	-$24.2K	0.01%	292
2017 Q4	$42K	Hold	678	–	–	0.01%	240
2017 Q3	$44K	Hold	678	–	–	0.01%	230
2017 Q2	$41K	Hold	678	–	–	0.01%	236
2017 Q1	$38K	Hold	678	–	–	0.01%	245
2016 Q4	$31K	Hold	678	–	–	0.01%	237
2016 Q3	$36K	Sell	678 -69	-9%	-$3.64K	0.01%	220
2016 Q2	$40K	Hold	747	–	–	0.01%	222
2016 Q1	$38K	Buy	747 +139	+23%	+$6.76K	0.01%	184
2015 Q4	$29K	Buy	+608	New	+$29.7K	0.01%	199

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Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return