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Bellwether Investment Group’s Unilever UL Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-311
Closed -$17K – 584
2017
Q1 		$17K Sell
311
-412
-57% -$20.8K 0.04% 361
2016
Q4 		$33K Buy
+723
New +$33.7K 0.03% 346

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bellwether Investment Group's UL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Unilever (UL) in Q2 2017, closing a stake of 311 shares — an estimated $17K sold.

Bellwether Investment Group first reported a position in UL in Q4 2016 and held it in 2 quarters. The position peaked at $33K in Q4 2016. 550 funds tracked by Wall St. Rank hold UL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Unilever position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 311 Unilever shares in Q2 2017, an estimated $17K.
  • Bellwether Investment Group first reported a position in Unilever in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Unilever position peaked at $33K in Q4 2016.
  • 550 funds tracked by Wall St. Rank held Unilever as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.