Gupta Wealth Management’s Unilever UL Stock Holding History

Gupta Wealth Management’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
2016 Q1	$1.01M	Sell	19,859 -3,511	-15%	-$171K	0.24%	91
2015 Q4	$1.13M	Sell	23,370 -3,924	-14%	-$191K	0.29%	78
2015 Q3	$1.25M	Sell	27,294 -2,638	-9%	-$126K	0.31%	72
2015 Q2	$1.45M	Sell	29,932 -1,968	-6%	-$97.3K	0.36%	65
2015 Q1	$1.5M	Buy	+31,900	New	+$1.53M	0.44%	58

Other funds holding UL

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Gupta Wealth Management's UL Position: Q1 2016 in Review

Gupta Wealth Management reduced its Unilever (UL) stake by 15% in Q1 2016, selling an estimated $171K and leaving 19,859 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #91.

Gupta Wealth Management first reported a position in UL in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.5M in Q1 2015. 505 funds tracked by Wall St. Rank hold UL as of Q1 2016.

Gupta Wealth Management held 19,859 shares of Unilever worth $1.01M as of Q1 2016.
Gupta Wealth Management sold 3,511 Unilever shares in Q1 2016, an estimated $171K.
Unilever made up 0.24% of Gupta Wealth Management's portfolio in Q1 2016, its #91 holding.
Gupta Wealth Management first reported a position in Unilever in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Unilever position peaked at $1.5M in Q1 2015.
505 funds tracked by Wall St. Rank held Unilever as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.