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Independent Portfolio Consultants’s Unilever UL Stock Holding History

Independent Portfolio Consultants’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
Q2 		$1.1M Sell
18,049
-5,432
-23% -$324K 0.46% 40
2017
Q1 		$1.3M Sell
23,481
-9,540
-29% -$483K 0.45% 49
2016
Q4 		$1.51M Sell
33,021
-767
-2% -$35.8K 0.5% 40
2016
Q3 		$1.8M Sell
33,788
-3,136
-8% -$166K 0.57% 30
2016
Q2 		$1.99M Sell
36,924
-964
-3% -$49.5K 0.63% 25
2016
Q1 		$1.93M Buy
37,888
+707
+2% +$34.4K 0.54% 36
2015
Q4 		$1.8M Sell
37,181
-13,471
-27% -$657K 0.54% 44
2015
Q3 		$2.32M Sell
50,652
-7,765
-13% -$371K 0.51% 48
2015
Q2 		$2.82M Sell
58,417
-6,691
-10% -$331K 0.56% 36
2015
Q1 		$3.06M Buy
65,108
+3,365
+5% +$161K 0.62% 30
2014
Q4 		$2.81M Buy
61,743
+16,498
+36% +$757K 0.57% 40
2014
Q3 		$2.13M Buy
45,245
+1,644
+4% +$81.2K 0.58% 27
2014
Q2 		$2.22M Buy
43,601
+1,231
+3% +$61.7K 0.62% 23
2014
Q1 		$2.04M Buy
42,370
+14,223
+51% +$642K 0.65% 21
2013
Q4 		$1.3M Buy
28,147
+160
+0.6% +$7.16K 0.46% 39
2013
Q3 		$1.22M Buy
27,987
+507
+2% +$23K 0.49% 32
2013
Q2 		$1.25M Buy
+27,480
New +$1.31M 0.56% 15

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Independent Portfolio Consultants's UL Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Unilever (UL) stake by 23% in Q2 2017, selling an estimated $324K and leaving 18,049 shares worth $1.1M. The position accounts for 0.46% of the portfolio, ranked #40.

Independent Portfolio Consultants first reported a position in UL in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.06M in Q1 2015. 551 funds tracked by Wall St. Rank hold UL as of Q2 2017.

  • Independent Portfolio Consultants held 18,049 shares of Unilever worth $1.1M as of Q2 2017.
  • Independent Portfolio Consultants sold 5,432 Unilever shares in Q2 2017, an estimated $324K.
  • Unilever made up 0.46% of Independent Portfolio Consultants's portfolio in Q2 2017, its #40 holding.
  • Independent Portfolio Consultants first reported a position in Unilever in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Unilever position peaked at $3.06M in Q1 2015.
  • 551 funds tracked by Wall St. Rank held Unilever as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.