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Hutner Daniel Ellsworth’s Unilever UL Stock Holding History

Hutner Daniel Ellsworth’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
Q2 		$326K Hold
6,049
– – 0.28% 38
2016
Q1 		$307K Buy
6,049
+636
+12% +$30.9K 0.27% 38
2015
Q4 		$263K Buy
+5,413
New +$264K 0.25% 37

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hutner Daniel Ellsworth's UL Position: Q2 2016 in Review

Hutner Daniel Ellsworth held its Unilever (UL) position steady in Q2 2016 at 6,049 shares worth $326K. The position accounts for 0.28% of the portfolio, ranked #38.

Hutner Daniel Ellsworth first reported a position in UL in Q4 2015 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold UL as of Q2 2016.

  • Hutner Daniel Ellsworth held 6,049 shares of Unilever worth $326K as of Q2 2016.
  • Hutner Daniel Ellsworth left its Unilever share count unchanged in Q2 2016.
  • Unilever made up 0.28% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #38 holding.
  • Hutner Daniel Ellsworth first reported a position in Unilever in Q4 2015 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Unilever as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.