KCS Wealth Advisory’s Unilever UL Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-41	Closed	-$2.77K	–	384
2019 Q3	$2.77K	Buy	+41	New	+$2.84K	﹤0.01%	412

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

KCS Wealth Advisory's UL Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Unilever (UL) in Q4 2019, closing a stake of 41 shares — an estimated $2.77K sold.

KCS Wealth Advisory first reported a position in UL in Q3 2019 and held it in 1 quarter. The position peaked at $2.77K in Q3 2019. 683 funds tracked by Wall St. Rank hold UL as of Q4 2019.

KCS Wealth Advisory reported no remaining Unilever position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 41 Unilever shares in Q4 2019, an estimated $2.77K.
KCS Wealth Advisory first reported a position in Unilever in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Unilever position peaked at $2.77K in Q3 2019.
683 funds tracked by Wall St. Rank held Unilever as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.