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King Investment Advisors’s Unilever UL Stock Holding History

King Investment Advisors’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
2015
Q2 		– Sell
-10,520
Closed -$494K – 98
2015
Q1 		$494K Hold
10,520
– – 0.24% 68
2014
Q4 		$480K Hold
10,520
– – 0.21% 75
2014
Q3 		$496K Buy
10,520
+1,422
+16% +$70.2K 0.23% 72
2014
Q2 		$464K Hold
9,098
– – 0.2% 77
2014
Q1 		$438K Hold
9,098
– – 0.2% 76
2013
Q4 		$422K Hold
9,098
– – 0.19% 86
2013
Q3 		$395K Hold
9,098
– – 0.17% 99
2013
Q2 		$414K Buy
+9,098
New +$432K 0.17% 86

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

King Investment Advisors's UL Position: Q2 2015 in Review

King Investment Advisors sold out of Unilever (UL) in Q2 2015, closing a stake of 10,520 shares — an estimated $494K sold.

King Investment Advisors first reported a position in UL in Q2 2013 and held it in 8 quarters. The position peaked at $496K in Q3 2014. 480 funds tracked by Wall St. Rank hold UL as of Q2 2015.

  • King Investment Advisors reported no remaining Unilever position as of Q2 2015 after selling out during the quarter.
  • King Investment Advisors sold 10,520 Unilever shares in Q2 2015, an estimated $494K.
  • King Investment Advisors first reported a position in Unilever in Q2 2013 and held it in 8 quarters.
  • King Investment Advisors's Unilever position peaked at $496K in Q3 2014.
  • 480 funds tracked by Wall St. Rank held Unilever as of Q2 2015.

Based on King Investment Advisors's 13F filing for Q2 2015, filed 2 Nov 2015.