Aveo Capital Partners’s Unilever UL Stock Holding History

Aveo Capital Partners’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 Q1	–	Sell	-5,224	Closed	-$239K	–	224
2016 Q4	$239K	Buy	+5,224	New	+$243K	0.07%	183

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MNA

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Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Aveo Capital Partners's UL Position: Q1 2017 in Review

Aveo Capital Partners sold out of Unilever (UL) in Q1 2017, closing a stake of 5,224 shares — an estimated $239K sold.

Aveo Capital Partners first reported a position in UL in Q4 2016 and held it in 1 quarter. The position peaked at $239K in Q4 2016. 555 funds tracked by Wall St. Rank hold UL as of Q1 2017.

Aveo Capital Partners reported no remaining Unilever position as of Q1 2017 after selling out during the quarter.
Aveo Capital Partners sold 5,224 Unilever shares in Q1 2017, an estimated $239K.
Aveo Capital Partners first reported a position in Unilever in Q4 2016 and held it in 1 quarter.
Aveo Capital Partners's Unilever position peaked at $239K in Q4 2016.
555 funds tracked by Wall St. Rank held Unilever as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.