Gary Goldberg Planning Services’s Unilever UL Stock Holding History

Gary Goldberg Planning Services’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	$3.47M	Buy	76,172 +66,351	+676%	+$3.04M	1.46%	19
2014 Q3	$463K	Buy	9,821 +9	+0.1%	+$444	0.19%	72
2014 Q2	$500K	Buy	9,812 +18	+0.2%	+$902	0.22%	68
2014 Q1	$471K	Buy	9,794 +240	+3%	+$10.8K	0.23%	65
2013 Q4	$443K	Sell	9,554 -30	-0.3%	-$1.34K	0.26%	58
2013 Q3	$416K	Buy	9,584 +261	+3%	+$11.8K	0.25%	62
2013 Q2	$424K	Buy	+9,323	New	+$443K	0.27%	58

Other funds holding UL

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gary Goldberg Planning Services's UL Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Unilever (UL) stake by 676% in Q4 2014, buying an estimated $3.04M and bringing the position to 76,172 shares worth $3.47M. The position accounts for 1.46% of the portfolio, ranked #19.

Gary Goldberg Planning Services first reported a position in UL in Q2 2013 and has held it in 7 quarters since. 461 funds tracked by Wall St. Rank hold UL as of Q4 2014.

Gary Goldberg Planning Services held 76,172 shares of Unilever worth $3.47M as of Q4 2014.
Gary Goldberg Planning Services bought 66,351 Unilever shares in Q4 2014, an estimated $3.04M.
Unilever made up 1.46% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #19 holding.
Gary Goldberg Planning Services first reported a position in Unilever in Q2 2013 and has held it in 7 quarters since.
461 funds tracked by Wall St. Rank held Unilever as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.