BCSB
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Bristol County Savings Bank’s Unilever UL Stock Holding History

Bristol County Savings Bank’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 		$1.58M Buy
25,347
+3,374
+15% +$214K 1.48% 30
2017
Q3 		$1.43M Buy
+21,973
New +$1.41M 1.42% 30

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MNG
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Bristol County Savings Bank's UL Position: Q4 2017 in Review

Bristol County Savings Bank increased its Unilever (UL) stake by 15% in Q4 2017, buying an estimated $214K and bringing the position to 25,347 shares worth $1.58M. The position accounts for 1.48% of the portfolio, ranked #30.

Bristol County Savings Bank first reported a position in UL in Q3 2017 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold UL as of Q4 2017.

  • Bristol County Savings Bank held 25,347 shares of Unilever worth $1.58M as of Q4 2017.
  • Bristol County Savings Bank bought 3,374 Unilever shares in Q4 2017, an estimated $214K.
  • Unilever made up 1.48% of Bristol County Savings Bank's portfolio in Q4 2017, its #30 holding.
  • Bristol County Savings Bank first reported a position in Unilever in Q3 2017 and has held it in 2 quarters since.
  • 610 funds tracked by Wall St. Rank held Unilever as of Q4 2017.

Based on Bristol County Savings Bank's 13F filing for Q4 2017, filed 23 Jan 2018.