EWM
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Elite Wealth Management’s Unilever UL Stock Holding History

Elite Wealth Management’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
2014
Q3 		– Sell
-702
Closed -$36K – 709
2014
Q2 		$36K Hold
702
– – 0.04% 126
2014
Q1 		$34K Sell
702
-77
-10% -$3.48K 0.03% 148
2013
Q4 		$36K Buy
+779
New +$34.9K 0.03% 201

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Elite Wealth Management's UL Position: Q3 2014 in Review

Elite Wealth Management sold out of Unilever (UL) in Q3 2014, closing a stake of 702 shares — an estimated $36K sold.

Elite Wealth Management first reported a position in UL in Q4 2013 and held it in 3 quarters. The position peaked at $36K in Q2 2014. 433 funds tracked by Wall St. Rank hold UL as of Q3 2014.

  • Elite Wealth Management reported no remaining Unilever position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 702 Unilever shares in Q3 2014, an estimated $36K.
  • Elite Wealth Management first reported a position in Unilever in Q4 2013 and held it in 3 quarters.
  • Elite Wealth Management's Unilever position peaked at $36K in Q2 2014.
  • 433 funds tracked by Wall St. Rank held Unilever as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.