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D. Scott Neal’s Unilever UL Stock Holding History

D. Scott Neal’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
2016
Q4 		– Sell
-27
Closed -$1K – 187
2016
Q3 		$1K Sell
27
-54
-67% -$2.85K ﹤0.01% 170
2016
Q2 		$4K Hold
81
– – ﹤0.01% 137
2016
Q1 		$4K Buy
81
+27
+50% +$1.31K ﹤0.01% 123
2015
Q4 		$3K Buy
+54
New +$2.63K ﹤0.01% 136

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

D. Scott Neal's UL Position: Q4 2016 in Review

D. Scott Neal sold out of Unilever (UL) in Q4 2016, closing a stake of 27 shares — an estimated $1K sold.

D. Scott Neal first reported a position in UL in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2016. 558 funds tracked by Wall St. Rank hold UL as of Q4 2016.

  • D. Scott Neal reported no remaining Unilever position as of Q4 2016 after selling out during the quarter.
  • D. Scott Neal sold 27 Unilever shares in Q4 2016, an estimated $1K.
  • D. Scott Neal first reported a position in Unilever in Q4 2015 and held it in 4 quarters.
  • D. Scott Neal's Unilever position peaked at $4K in Q2 2016.
  • 558 funds tracked by Wall St. Rank held Unilever as of Q4 2016.

Based on D. Scott Neal's 13F filing for Q4 2016, filed 17 Jan 2017.