Gary Goldberg Planning Services’s Unilever NV New York Registry Shares UN Stock Holding History

Gary Goldberg Planning Services’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 Q4	$11K	Buy	270 +187	+225%	+$7.31K	﹤0.01%	352
2014 Q3	$3K	Buy	+83	New	+$3.46K	﹤0.01%	451
2013 Q3	–	Sell	-358	Closed	-$14K	–	390
2013 Q2	$14K	Buy	+358	New	+$14.7K	0.01%	277

Other funds holding UN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Unilever NV New York Registry Shares (UN) stake by 225% in Q4 2014, buying an estimated $7.31K and bringing the position to 270 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Gary Goldberg Planning Services first reported a position in UN in Q2 2013 and has held it in 3 quarters since. The position peaked at $14K in Q2 2013. 473 funds tracked by Wall St. Rank hold UN as of Q4 2014.

Gary Goldberg Planning Services held 270 shares of Unilever NV New York Registry Shares worth $11K as of Q4 2014.
Gary Goldberg Planning Services bought 187 Unilever NV New York Registry Shares shares in Q4 2014, an estimated $7.31K.
Unilever NV New York Registry Shares made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #352 holding.
Gary Goldberg Planning Services first reported a position in Unilever NV New York Registry Shares in Q2 2013 and has held it in 3 quarters since.
Gary Goldberg Planning Services's Unilever NV New York Registry Shares position peaked at $14K in Q2 2013.
473 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2014.

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