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BB&T Investment Services’s Unilever UL Stock Holding History

BB&T Investment 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
2017
Q4 		$453K Sell
7,290
-82
-1% -$5.2K 0.08% 213
2017
Q3 		$480K Buy
7,372
+86
+1% +$5.53K 0.1% 188
2017
Q2 		$443K Sell
7,286
-225
-3% -$13.4K 0.11% 169
2017
Q1 		$416K Sell
7,511
-2,095
-22% -$106K 0.16% 126
2016
Q4 		$442K Buy
+9,606
New +$448K 0.32% 81

Other funds holding UL

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Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

BB&T Investment Services's UL Position: Q4 2017 in Review

BB&T Investment Services reduced its Unilever (UL) stake by 1.1% in Q4 2017, selling an estimated $5.2K and leaving 7,290 shares worth $453K. The position accounts for 0.08% of the portfolio, ranked #213.

BB&T Investment Services first reported a position in UL in Q4 2016 and has held it in 5 quarters since. The position peaked at $480K in Q3 2017. 609 funds tracked by Wall St. Rank hold UL as of Q4 2017.

  • BB&T Investment Services held 7,290 shares of Unilever worth $453K as of Q4 2017.
  • BB&T Investment Services sold 82 Unilever shares in Q4 2017, an estimated $5.2K.
  • Unilever made up 0.08% of BB&T Investment Services's portfolio in Q4 2017, its #213 holding.
  • BB&T Investment Services first reported a position in Unilever in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Unilever position peaked at $480K in Q3 2017.
  • 609 funds tracked by Wall St. Rank held Unilever as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.