EisnerAmper Wealth Management Corporate Benefits’s Unilever UL Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015 Q3	–	Sell	-7,044	Closed	-$340K	–	116
2015 Q2	$340K	Sell	7,044 -3,743	-35%	-$185K	0.26%	71
2015 Q1	$506K	Buy	10,787 +1,494	+16%	+$71.6K	0.38%	58
2014 Q4	$423K	Buy	+9,293	New	+$426K	0.34%	61

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Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's UL Position: Q3 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Unilever (UL) in Q3 2015, closing a stake of 7,044 shares — an estimated $340K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in UL in Q4 2014 and held it in 3 quarters. The position peaked at $506K in Q1 2015. 488 funds tracked by Wall St. Rank hold UL as of Q3 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Unilever position as of Q3 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 7,044 Unilever shares in Q3 2015, an estimated $340K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Unilever in Q4 2014 and held it in 3 quarters.
EisnerAmper Wealth Management Corporate Benefits's Unilever position peaked at $506K in Q1 2015.
488 funds tracked by Wall St. Rank held Unilever as of Q3 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2015, filed 2 Oct 2015.