Gupta Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

Gupta Wealth Management’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
2016 Q1	$33K	Hold	734	–	–	0.01%	547
2015 Q4	$32K	Buy	734 +61	+9%	+$2.67K	0.01%	549
2015 Q3	$27K	Buy	673 +658	+4,387%	+$27.7K	0.01%	617
2015 Q2	$1K	Hold	15	–	–	﹤0.01%	1242
2015 Q1	$1K	Buy	+15	New	+$629	﹤0.01%	1147

Other funds holding UN

GRQ

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BBHC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SCCM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

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

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

Gupta Wealth Management held its Unilever NV New York Registry Shares (UN) position steady in Q1 2016 at 734 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #547.

Gupta Wealth Management first reported a position in UN in Q1 2015 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold UN as of Q1 2016.

Gupta Wealth Management held 734 shares of Unilever NV New York Registry Shares worth $33K as of Q1 2016.
Gupta Wealth Management left its Unilever NV New York Registry Shares share count unchanged in Q1 2016.
Unilever NV New York Registry Shares made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #547 holding.
Gupta Wealth Management first reported a position in Unilever NV New York Registry Shares in Q1 2015 and has held it in 5 quarters since.
486 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q1 2016.

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