GWMIA
UN

Global Wealth Management Investment Advisory’s Unilever NV New York Registry Shares UN Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q4 		– Sell
-21,611
Closed -$1.3M – 529
2020
Q3 		$1.3M Buy
+21,611
New +$1.25M 0.56% 64

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $423M AUM 35.74% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Global Wealth Management Investment Advisory's UN Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 21,611 shares — an estimated $1.3M sold.

Global Wealth Management Investment Advisory first reported a position in UN in Q3 2020 and held it in 1 quarter. The position peaked at $1.3M in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Global Wealth Management Investment Advisory reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 21,611 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $1.3M.
  • Global Wealth Management Investment Advisory first reported a position in Unilever NV New York Registry Shares in Q3 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Unilever NV New York Registry Shares position peaked at $1.3M in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.