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Integrated Wealth Counsel’s Unilever UL Stock Holding History

Integrated Wealth Counsel’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
Q1 		– Sell
-285
Closed -$13K – 189
2013
Q4 		$13K Hold
285
– – 0.01% 139
2013
Q3 		$12.4K Hold
285
– – 0.01% 154
2013
Q2 		$13K Buy
+285
New +$13.5K 0.01% 152

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Integrated Wealth Counsel's UL Position: Q1 2014 in Review

Integrated Wealth Counsel sold out of Unilever (UL) in Q1 2014, closing a stake of 285 shares — an estimated $13K sold.

Integrated Wealth Counsel first reported a position in UL in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q4 2013. 414 funds tracked by Wall St. Rank hold UL as of Q1 2014.

  • Integrated Wealth Counsel reported no remaining Unilever position as of Q1 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 285 Unilever shares in Q1 2014, an estimated $13K.
  • Integrated Wealth Counsel first reported a position in Unilever in Q2 2013 and held it in 3 quarters.
  • Integrated Wealth Counsel's Unilever position peaked at $13K in Q4 2013.
  • 414 funds tracked by Wall St. Rank held Unilever as of Q1 2014.

Based on Integrated Wealth Counsel's 13F filing for Q1 2014, filed 19 May 2014.