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Bingham Osborn & Scarborough’s Unilever UL Stock Holding History

Bingham Osborn & Scarborough’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
2018
Q1 		– Sell
-3,619
Closed -$225K – 152
2017
Q4 		$225K Sell
3,619
-21
-0.6% -$1.33K 0.02% 117
2017
Q3 		$237K Hold
3,640
– – 0.02% 108
2017
Q2 		$222K Buy
+3,640
New +$217K 0.02% 111

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FMI
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HL
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Lazard Asset Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
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Goldman Sachs
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Morgan Stanley
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Bingham Osborn & Scarborough's UL Position: Q1 2018 in Review

Bingham Osborn & Scarborough sold out of Unilever (UL) in Q1 2018, closing a stake of 3,619 shares — an estimated $225K sold.

Bingham Osborn & Scarborough first reported a position in UL in Q2 2017 and held it in 3 quarters. The position peaked at $237K in Q3 2017. 602 funds tracked by Wall St. Rank hold UL as of Q1 2018.

  • Bingham Osborn & Scarborough reported no remaining Unilever position as of Q1 2018 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 3,619 Unilever shares in Q1 2018, an estimated $225K.
  • Bingham Osborn & Scarborough first reported a position in Unilever in Q2 2017 and held it in 3 quarters.
  • Bingham Osborn & Scarborough's Unilever position peaked at $237K in Q3 2017.
  • 602 funds tracked by Wall St. Rank held Unilever as of Q1 2018.

Based on Bingham Osborn & Scarborough's 13F filing for Q1 2018, filed 17 Apr 2018.