EWM
UN

Elite Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-154
Closed -$6K – 836
2013
Q4 		$6K Buy
+154
New +$5.99K ﹤0.01% 443

Other funds holding UN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Elite Wealth Management's UN Position: Q1 2014 in Review

Elite Wealth Management sold out of Unilever NV New York Registry Shares (UN) in Q1 2014, closing a stake of 154 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in UN in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 428 funds tracked by Wall St. Rank hold UN as of Q1 2014.

  • Elite Wealth Management reported no remaining Unilever NV New York Registry Shares position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 154 Unilever NV New York Registry Shares shares in Q1 2014, an estimated $6K.
  • Elite Wealth Management first reported a position in Unilever NV New York Registry Shares in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Unilever NV New York Registry Shares position peaked at $6K in Q4 2013.
  • 428 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.