First Command Bank’s Unilever UL Stock Holding History

First Command Bank’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
2019 Q3	–	Sell	-60	Closed	-$4K	–	411
2019 Q2	$4K	Hold	60	–	–	﹤0.01%	372
2019 Q1	$4K	Buy	+60	New	+$3.65K	﹤0.01%	381

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Command Bank's UL Position: Q3 2019 in Review

First Command Bank sold out of Unilever (UL) in Q3 2019, closing a stake of 60 shares — an estimated $4K sold.

First Command Bank first reported a position in UL in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 644 funds tracked by Wall St. Rank hold UL as of Q3 2019.

First Command Bank reported no remaining Unilever position as of Q3 2019 after selling out during the quarter.
First Command Bank sold 60 Unilever shares in Q3 2019, an estimated $4K.
First Command Bank first reported a position in Unilever in Q1 2019 and held it in 2 quarters.
First Command Bank's Unilever position peaked at $4K in Q2 2019.
644 funds tracked by Wall St. Rank held Unilever as of Q3 2019.

Based on First Command Bank's 13F filing for Q3 2019, filed 15 Oct 2019.