Carson Wealth (CWM LLC)
UN

Carson Wealth (CWM LLC)’s Unilever NV New York Registry Shares UN Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-1,392
Closed -$75K – 3505
2018
Q4 		$75K Buy
1,392
+387
+39% +$21.1K ﹤0.01% 782
2018
Q3 		$56K Buy
1,005
+471
+88% +$26.7K ﹤0.01% 729
2018
Q2 		$30K Hold
534
– – ﹤0.01% 748
2018
Q1 		$30K Sell
534
-37
-6% -$2.03K ﹤0.01% 647
2017
Q4 		$32K Sell
571
-83
-13% -$4.78K ﹤0.01% 613
2017
Q3 		$39K Buy
654
+584
+834% +$34.1K ﹤0.01% 567
2017
Q2 		$4K Buy
+70
New +$3.78K ﹤0.01% 939
2016
Q1 		– Sell
-41
Closed -$2K – 861
2015
Q4 		$2K Buy
+41
New +$1.8K ﹤0.01% 620
2014
Q1 		– Sell
-777
Closed -$31K – 633
2013
Q4 		$31K Buy
777
+129
+20% +$5.02K ﹤0.01% 325
2013
Q3 		$24K Buy
+648
New +$25.6K 0.01% 254

Other funds holding UN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return