Camarda Financial Advisors’s Unilever UL Stock Holding History

Camarda Financial Advisors’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
2019 Q3	–	Sell	-436	Closed	-$30K	–	434
2019 Q2	$30K	Hold	436	–	–	0.06%	107
2019 Q1	$28K	Sell	436 -369	-46%	-$22.5K	0.05%	112
2018 Q4	$47K	Buy	805 +369	+85%	+$22.2K	0.06%	84
2018 Q3	$27K	Hold	436	–	–	0.03%	136
2018 Q2	$27K	Hold	436	–	–	0.03%	138
2018 Q1	$27K	Hold	436	–	–	0.03%	123
2017 Q4	$27K	Hold	436	–	–	0.03%	126
2017 Q3	$28K	Hold	436	–	–	0.03%	128
2017 Q2	$27K	Buy	+436	New	+$26K	0.03%	127

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Camarda Financial Advisors's UL Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Unilever (UL) in Q3 2019, closing a stake of 436 shares — an estimated $30K sold.

Camarda Financial Advisors first reported a position in UL in Q2 2017 and held it in 9 quarters. The position peaked at $47K in Q4 2018. 645 funds tracked by Wall St. Rank hold UL as of Q3 2019.

Camarda Financial Advisors reported no remaining Unilever position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 436 Unilever shares in Q3 2019, an estimated $30K.
Camarda Financial Advisors first reported a position in Unilever in Q2 2017 and held it in 9 quarters.
Camarda Financial Advisors's Unilever position peaked at $47K in Q4 2018.
645 funds tracked by Wall St. Rank held Unilever as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.