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Braun-Bostich & Associates’s Unilever UL Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-379
Closed -$24K – 337
2018
Q2 		$24K Sell
379
-1,579
-81% -$98.1K 0.02% 211
2018
Q1 		$122K Sell
1,958
-2,128
-52% -$129K 0.11% 120
2017
Q4 		$254K Buy
+4,086
New +$259K 0.22% 105

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Braun-Bostich & Associates's UL Position: Q3 2018 in Review

Braun-Bostich & Associates sold out of Unilever (UL) in Q3 2018, closing a stake of 379 shares — an estimated $24K sold.

Braun-Bostich & Associates first reported a position in UL in Q4 2017 and held it in 3 quarters. The position peaked at $254K in Q4 2017. 588 funds tracked by Wall St. Rank hold UL as of Q3 2018.

  • Braun-Bostich & Associates reported no remaining Unilever position as of Q3 2018 after selling out during the quarter.
  • Braun-Bostich & Associates sold 379 Unilever shares in Q3 2018, an estimated $24K.
  • Braun-Bostich & Associates first reported a position in Unilever in Q4 2017 and held it in 3 quarters.
  • Braun-Bostich & Associates's Unilever position peaked at $254K in Q4 2017.
  • 588 funds tracked by Wall St. Rank held Unilever as of Q3 2018.

Based on Braun-Bostich & Associates's 13F filing for Q3 2018, filed 14 Nov 2018.