IBEX Wealth Advisors’s Unilever UL Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-117	Closed	-$6K	–	367
2016 Q4	$6K	Buy	+117	New	+$5.45K	﹤0.01%	359

Other funds holding UL

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

IBEX Wealth Advisors's UL Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Unilever (UL) in Q1 2017, closing a stake of 117 shares — an estimated $6K sold.

IBEX Wealth Advisors first reported a position in UL in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 555 funds tracked by Wall St. Rank hold UL as of Q1 2017.

IBEX Wealth Advisors reported no remaining Unilever position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 117 Unilever shares in Q1 2017, an estimated $6K.
IBEX Wealth Advisors first reported a position in Unilever in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Unilever position peaked at $6K in Q4 2016.
555 funds tracked by Wall St. Rank held Unilever as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.