Guidant Wealth Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$57K	Hold	952	–	–	0.02%	166
2019 Q2	$58K	Hold	952	–	–	0.02%	167
2019 Q1	$55K	Hold	952	–	–	0.02%	174
2018 Q4	$51K	Hold	952	–	–	0.02%	128
2018 Q3	$53K	Hold	952	–	–	0.02%	82
2018 Q2	$52K	Hold	952	–	–	0.02%	80
2018 Q1	$52K	Hold	952	–	–	0.02%	78
2017 Q4	$53K	Hold	952	–	–	0.02%	81
2017 Q3	$55K	Hold	952	–	–	0.04%	69
2017 Q2	$52K	Hold	952	–	–	0.03%	108
2017 Q1	$47K	Hold	952	–	–	0.02%	113
2016 Q4	$39K	Hold	952	–	–	0.02%	107
2016 Q3	$44K	Buy	+952	New	+$43.9K	0.03%	98

Other funds holding UN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Guidant Wealth Advisors's UN Position: Q3 2019 in Review

Guidant Wealth Advisors held its Unilever NV New York Registry Shares (UN) position steady in Q3 2019 at 952 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #166.

Guidant Wealth Advisors first reported a position in UN in Q3 2016 and has held it in 13 quarters since. The position peaked at $58K in Q2 2019. 601 funds tracked by Wall St. Rank hold UN as of Q3 2019.

Guidant Wealth Advisors held 952 shares of Unilever NV New York Registry Shares worth $57K as of Q3 2019.
Guidant Wealth Advisors left its Unilever NV New York Registry Shares share count unchanged in Q3 2019.
Unilever NV New York Registry Shares made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #166 holding.
Guidant Wealth Advisors first reported a position in Unilever NV New York Registry Shares in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Unilever NV New York Registry Shares position peaked at $58K in Q2 2019.
601 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.