Calton & Associates’s Unilever UL Stock Holding History

Calton & 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 Q1	–	Sell	-2,083	Closed	-$134K	–	1207
2017 Q4	$134K	Buy	+2,083	New	+$132K	0.03%	422

Other funds holding UL

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calton & Associates's UL Position: Q1 2018 in Review

Calton & Associates sold out of Unilever (UL) in Q1 2018, closing a stake of 2,083 shares — an estimated $134K sold.

Calton & Associates first reported a position in UL in Q4 2017 and held it in 1 quarter. The position peaked at $134K in Q4 2017. 602 funds tracked by Wall St. Rank hold UL as of Q1 2018.

Calton & Associates reported no remaining Unilever position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 2,083 Unilever shares in Q1 2018, an estimated $134K.
Calton & Associates first reported a position in Unilever in Q4 2017 and held it in 1 quarter.
Calton & Associates's Unilever position peaked at $134K in Q4 2017.
602 funds tracked by Wall St. Rank held Unilever as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.