Founders Bank & Trust’s Unilever UL Stock Holding History

Founders Bank & Trust’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 Q4	$567K	Buy	12,444 +496	+4%	+$22.8K	0.3%	56
2014 Q3	$563K	Buy	11,948 +734	+7%	+$36.2K	0.32%	55
2014 Q2	$571K	Buy	11,214 +1,144	+11%	+$57.3K	0.32%	53
2014 Q1	$485K	Buy	10,070 +5,719	+131%	+$258K	0.28%	61
2013 Q4	$185K	Buy	4,351 +2,267	+109%	+$101K	0.11%	94
2013 Q3	$90K	Buy	+2,084	New	+$94.5K	0.05%	128

Other funds holding UL

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Founders Bank & Trust's UL Position: Q4 2014 in Review

Founders Bank & Trust increased its Unilever (UL) stake by 4.2% in Q4 2014, buying an estimated $22.8K and bringing the position to 12,444 shares worth $567K. The position accounts for 0.3% of the portfolio, ranked #56.

Founders Bank & Trust first reported a position in UL in Q3 2013 and has held it in 6 quarters since. The position peaked at $571K in Q2 2014. 462 funds tracked by Wall St. Rank hold UL as of Q4 2014.

Founders Bank & Trust held 12,444 shares of Unilever worth $567K as of Q4 2014.
Founders Bank & Trust bought 496 Unilever shares in Q4 2014, an estimated $22.8K.
Unilever made up 0.3% of Founders Bank & Trust's portfolio in Q4 2014, its #56 holding.
Founders Bank & Trust first reported a position in Unilever in Q3 2013 and has held it in 6 quarters since.
Founders Bank & Trust's Unilever position peaked at $571K in Q2 2014.
462 funds tracked by Wall St. Rank held Unilever as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.