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Genesis Wealth Advisors’s Unilever UL Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$8.59K Hold
178
– – 0.01% 356
2015
Q1 		$8.37K Hold
178
– – 0.01% 362
2014
Q4 		$8.8K Buy
+178
New +$8.17K 0.01% 386

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Genesis Wealth Advisors's UL Position: Q2 2015 in Review

Genesis Wealth Advisors held its Unilever (UL) position steady in Q2 2015 at 178 shares worth $8.59K. The position accounts for 0.01% of the portfolio, ranked #356.

Genesis Wealth Advisors first reported a position in UL in Q4 2014 and has held it in 3 quarters since. The position peaked at $8.8K in Q4 2014. 480 funds tracked by Wall St. Rank hold UL as of Q2 2015.

  • Genesis Wealth Advisors held 178 shares of Unilever worth $8.59K as of Q2 2015.
  • Genesis Wealth Advisors left its Unilever share count unchanged in Q2 2015.
  • Unilever made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #356 holding.
  • Genesis Wealth Advisors first reported a position in Unilever in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Unilever position peaked at $8.8K in Q4 2014.
  • 480 funds tracked by Wall St. Rank held Unilever as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.