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Investment Centers of America’s Unilever UL Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-10,056
Closed -$654K – 452
2017
Q3 		$654K Buy
10,056
+420
+4% +$27K 0.05% 295
2017
Q2 		$585K Sell
9,636
-440
-4% -$26.2K 0.04% 320
2017
Q1 		$557K Buy
10,076
+443
+5% +$22.4K 0.04% 347
2016
Q4 		$440K Buy
9,633
+3,352
+53% +$156K 0.04% 359
2016
Q3 		$335K Buy
6,281
+205
+3% +$10.8K 0.03% 362
2016
Q2 		$328K Sell
6,076
-170
-3% -$8.73K 0.04% 343
2016
Q1 		$320K Buy
6,246
+218
+4% +$10.6K 0.04% 349
2015
Q4 		$293K Buy
6,028
+180
+3% +$8.78K 0.04% 334
2015
Q3 		$269K Buy
5,848
+503
+9% +$24.1K 0.04% 331
2015
Q2 		$257K Buy
5,345
+850
+19% +$42K 0.04% 338
2015
Q1 		$211K Buy
+4,495
New +$215K 0.03% 402

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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 $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Investment Centers of America's UL Position: Q4 2017 in Review

Investment Centers of America sold out of Unilever (UL) in Q4 2017, closing a stake of 10,056 shares — an estimated $654K sold.

Investment Centers of America first reported a position in UL in Q1 2015 and held it in 11 quarters. The position peaked at $654K in Q3 2017. 610 funds tracked by Wall St. Rank hold UL as of Q4 2017.

  • Investment Centers of America reported no remaining Unilever position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 10,056 Unilever shares in Q4 2017, an estimated $654K.
  • Investment Centers of America first reported a position in Unilever in Q1 2015 and held it in 11 quarters.
  • Investment Centers of America's Unilever position peaked at $654K in Q3 2017.
  • 610 funds tracked by Wall St. Rank held Unilever as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.