Aris Wealth Services’s Unilever UL Stock Holding History

Aris Wealth 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
2015 Q2	–	Sell	-200	Closed	-$9K	–	538
2015 Q1	$9K	Buy	+200	New	+$9.59K	0.01%	376

Other funds holding UL

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aris Wealth Services's UL Position: Q2 2015 in Review

Aris Wealth Services sold out of Unilever (UL) in Q2 2015, closing a stake of 200 shares — an estimated $9K sold.

Aris Wealth Services first reported a position in UL in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 480 funds tracked by Wall St. Rank hold UL as of Q2 2015.

Aris Wealth Services reported no remaining Unilever position as of Q2 2015 after selling out during the quarter.
Aris Wealth Services sold 200 Unilever shares in Q2 2015, an estimated $9K.
Aris Wealth Services first reported a position in Unilever in Q1 2015 and held it in 1 quarter.
Aris Wealth Services's Unilever position peaked at $9K in Q1 2015.
480 funds tracked by Wall St. Rank held Unilever as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.