IA
UN

IFP Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

IFP Advisors’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
2020
Q4 		– Sell
-1,051
Closed -$63.5K – 3247
2020
Q3 		$64K Hold
1,051
– – ﹤0.01% 1203
2020
Q2 		$56K Buy
1,051
+274
+35% +$13.9K ﹤0.01% 1173
2020
Q1 		$39K Sell
777
-326
-30% -$17.8K ﹤0.01% 1238
2019
Q4 		$64K Sell
1,103
-74
-6% -$4.37K ﹤0.01% 1162
2019
Q3 		$72K Buy
+1,177
New +$70.7K ﹤0.01% 1205
2019
Q1 		$57K Sell
953
-3,272
-77% -$180K 0.01% 917
2018
Q4 		$226K Sell
4,225
-1,327
-24% -$72.5K 0.01% 816
2018
Q3 		$308K Buy
5,552
+656
+13% +$37.1K 0.01% 881
2018
Q2 		$273K Sell
4,896
-1,205
-20% -$67.4K 0.01% 914
2018
Q1 		$344K Hold
6,101
– – 0.02% 776
2017
Q4 		$344K Sell
6,101
-2,029
-25% -$117K 0.02% 776
2017
Q3 		$480K Sell
8,130
-261
-3% -$15.2K 0.02% 708
2017
Q2 		$464K Buy
8,391
+166
+2% +$8.96K 0.02% 711
2017
Q1 		$409K Sell
8,225
-2,200
-21% -$98.6K 0.02% 769
2016
Q4 		$428K Buy
10,425
+3,180
+44% +$132K 0.02% 685
2016
Q3 		$334K Buy
7,245
+236
+3% +$10.9K 0.02% 759
2016
Q2 		$329K Buy
7,009
+6,056
+635% +$271K 0.02% 740
2016
Q1 		$57K Sell
953
-6,112
-87% -$263K 0.01% 917
2015
Q4 		$306K Buy
+7,065
New +$310K 0.02% 660

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $49.8M AUM 26.11% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $423M AUM 35.74% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

IFP Advisors's UN Position: Q4 2020 in Review

IFP Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 1,051 shares — an estimated $63.5K sold.

IFP Advisors first reported a position in UN in Q4 2015 and held it in 19 quarters. The position peaked at $480K in Q3 2017. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • IFP Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • IFP Advisors sold 1,051 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $63.5K.
  • IFP Advisors first reported a position in Unilever NV New York Registry Shares in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Unilever NV New York Registry Shares position peaked at $480K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on IFP Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.