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Commonwealth Financial Services’s Unilever UL Stock Holding History

Commonwealth Financial Services’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
Q1 		– Sell
-141
Closed -$7K – 277
2016
Q4 		$7K Sell
141
-81
-36% -$3.77K 0.01% 197
2016
Q3 		$12K Sell
222
-3
-1% -$158 0.01% 157
2016
Q2 		$12K Buy
+225
New +$11.6K 0.01% 163

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Commonwealth Financial Services's UL Position: Q1 2017 in Review

Commonwealth Financial Services sold out of Unilever (UL) in Q1 2017, closing a stake of 141 shares — an estimated $7K sold.

Commonwealth Financial Services first reported a position in UL in Q2 2016 and held it in 3 quarters. The position peaked at $12K in Q3 2016. 555 funds tracked by Wall St. Rank hold UL as of Q1 2017.

  • Commonwealth Financial Services reported no remaining Unilever position as of Q1 2017 after selling out during the quarter.
  • Commonwealth Financial Services sold 141 Unilever shares in Q1 2017, an estimated $7K.
  • Commonwealth Financial Services first reported a position in Unilever in Q2 2016 and held it in 3 quarters.
  • Commonwealth Financial Services's Unilever position peaked at $12K in Q3 2016.
  • 555 funds tracked by Wall St. Rank held Unilever as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.