ACM
UL icon

Aviance Capital Management’s Unilever UL Stock Holding History

Aviance Capital 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
2016
Q4 		– Sell
-379,424
Closed -$20.2M – 313
2016
Q3 		$20.2M Buy
379,424
+40,395
+12% +$2.13M 0.56% 54
2016
Q2 		$18.3M Buy
339,029
+90,623
+36% +$4.65M 0.55% 54
2016
Q1 		$12.6M Buy
248,406
+62,365
+34% +$3.03M 0.42% 63
2015
Q4 		$9.03M Buy
186,041
+36,131
+24% +$1.76M 0.3% 81
2015
Q3 		$6.88M Buy
+149,910
New +$7.17M 0.24% 83
2015
Q2 		– Sell
-124,017
Closed -$5.82M – 228
2015
Q1 		$5.82M Buy
124,017
+28,111
+29% +$1.35M 0.22% 81
2014
Q4 		$4.37M Buy
95,906
+40,734
+74% +$1.87M 0.16% 96
2014
Q3 		$2.6M Buy
55,172
+17,314
+46% +$855K 0.1% 120
2014
Q2 		$1.93M Buy
37,858
+23,707
+168% +$1.19M 0.08% 128
2014
Q1 		$681K Buy
14,151
+11,959
+546% +$540K 0.03% 179
2013
Q4 		$102K Buy
2,192
+128
+6% +$5.73K 0.05% 195
2013
Q3 		$90K Sell
2,064
-1
-0% -$45 0.05% 184
2013
Q2 		$94K Buy
+2,065
New +$98.1K 0.05% 189

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Aviance Capital Management's UL Position: Q4 2016 in Review

Aviance Capital Management sold out of Unilever (UL) in Q4 2016, closing a stake of 379,424 shares — an estimated $20.2M sold.

Aviance Capital Management first reported a position in UL in Q2 2013 and held it in 13 quarters. The position peaked at $20.2M in Q3 2016. 558 funds tracked by Wall St. Rank hold UL as of Q4 2016.

  • Aviance Capital Management reported no remaining Unilever position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 379,424 Unilever shares in Q4 2016, an estimated $20.2M.
  • Aviance Capital Management first reported a position in Unilever in Q2 2013 and held it in 13 quarters.
  • Aviance Capital Management's Unilever position peaked at $20.2M in Q3 2016.
  • 558 funds tracked by Wall St. Rank held Unilever as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.