KKAMG
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Kernodle & Katon Asset Management Group’s Unilever UL Stock Holding History

Kernodle & Katon Asset Management Group’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
Q1 		– Sell
-1,865
Closed -$85K – 365
2016
Q4 		$85K Buy
1,865
+557
+43% +$26K 0.05% 145
2016
Q3 		$70K Buy
+1,308
New +$69.1K 0.04% 159

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FMI
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MNA
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Kernodle & Katon Asset Management Group's UL Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group sold out of Unilever (UL) in Q1 2017, closing a stake of 1,865 shares — an estimated $85K sold.

Kernodle & Katon Asset Management Group first reported a position in UL in Q3 2016 and held it in 2 quarters. The position peaked at $85K in Q4 2016. 555 funds tracked by Wall St. Rank hold UL as of Q1 2017.

  • Kernodle & Katon Asset Management Group reported no remaining Unilever position as of Q1 2017 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 1,865 Unilever shares in Q1 2017, an estimated $85K.
  • Kernodle & Katon Asset Management Group first reported a position in Unilever in Q3 2016 and held it in 2 quarters.
  • Kernodle & Katon Asset Management Group's Unilever position peaked at $85K in Q4 2016.
  • 555 funds tracked by Wall St. Rank held Unilever as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.