FAN
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Financial Advisors Network’s Unilever UL Stock Holding History

Financial Advisors Network’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
-118
Closed -$5.46K – 430
2016
Q4 		$5.46K Buy
+118
New +$5.5K ﹤0.01% 321

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

Financial Advisors Network's UL Position: Q1 2017 in Review

Financial Advisors Network sold out of Unilever (UL) in Q1 2017, closing a stake of 118 shares — an estimated $5.46K sold.

Financial Advisors Network first reported a position in UL in Q4 2016 and held it in 1 quarter. The position peaked at $5.46K in Q4 2016. 555 funds tracked by Wall St. Rank hold UL as of Q1 2017.

  • Financial Advisors Network reported no remaining Unilever position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 118 Unilever shares in Q1 2017, an estimated $5.46K.
  • Financial Advisors Network first reported a position in Unilever in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Unilever position peaked at $5.46K in Q4 2016.
  • 555 funds tracked by Wall St. Rank held Unilever as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.