CWC
UN

Carolinas Wealth Consulting’s Unilever NV New York Registry Shares UN Stock Holding History

Carolinas Wealth Consulting’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-73
Closed -$4K – 1087
2020
Q3 		$4K Hold
73
– – ﹤0.01% 618
2020
Q2 		$4K Buy
+73
New +$3.71K ﹤0.01% 434

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Carolinas Wealth Consulting's UN Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 73 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in UN in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 73 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in Unilever NV New York Registry Shares in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Unilever NV New York Registry Shares position peaked at $4K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.