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Haberer Registered Investment Advisor’s Unilever UL Stock Holding History

Haberer Registered Investment Advisor’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
2014
Q4 		– Sell
-984
Closed -$46K – 372
2014
Q3 		$46K Hold
984
– – 0.02% 159
2014
Q2 		$50K Buy
984
+889
+936% +$44.5K 0.02% 161
2014
Q1 		$5K Hold
95
– – ﹤0.01% 318
2013
Q4 		$4K Hold
95
– – ﹤0.01% 346
2013
Q3 		$4K Hold
95
– – ﹤0.01% 360
2013
Q2 		$4K Buy
+95
New +$4.51K ﹤0.01% 406

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Artisan Partners
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Haberer Registered Investment Advisor's UL Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of Unilever (UL) in Q4 2014, closing a stake of 984 shares — an estimated $46K sold.

Haberer Registered Investment Advisor first reported a position in UL in Q2 2013 and held it in 6 quarters. The position peaked at $50K in Q2 2014. 461 funds tracked by Wall St. Rank hold UL as of Q4 2014.

  • Haberer Registered Investment Advisor reported no remaining Unilever position as of Q4 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 984 Unilever shares in Q4 2014, an estimated $46K.
  • Haberer Registered Investment Advisor first reported a position in Unilever in Q2 2013 and held it in 6 quarters.
  • Haberer Registered Investment Advisor's Unilever position peaked at $50K in Q2 2014.
  • 461 funds tracked by Wall St. Rank held Unilever as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.