MPWT
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MassMutual Private Wealth & Trust’s Unilever UL Stock Holding History

MassMutual Private Wealth & Trust’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
-310
Closed -$20.2K – 977
2017
Q3 		$20.2K Hold
310
– – ﹤0.01% 648
2017
Q2 		$18.9K Hold
310
– – ﹤0.01% 625
2017
Q1 		$17.2K Hold
310
– – ﹤0.01% 615
2016
Q4 		$14.2K Buy
+310
New +$14.4K ﹤0.01% 451
2016
Q2 		$1.93M Buy
35,795
+387
+1% +$19.9K 0.24% 118
2016
Q1 		$1.8M Buy
35,408
+1,453
+4% +$70.7K 0.24% 114
2015
Q4 		$1.65M Buy
33,955
+23,484
+224% +$1.15M 0.24% 110
2015
Q3 		$494K Buy
10,471
+4,733
+82% +$226K 0.1% 189
2015
Q2 		$292K Sell
5,738
-20,675
-78% -$1.02M 0.07% 218
2015
Q1 		$1.24M Buy
26,413
+13,302
+101% +$638K 0.2% 129
2014
Q4 		$597K Buy
13,111
+2,640
+25% +$121K 0.19% 135
2014
Q3 		$494K Buy
10,471
+4,840
+86% +$239K 0.1% 187
2014
Q2 		$287K Buy
5,631
+5,387
+2,208% +$270K 0.11% 143
2014
Q1 		$11.8K Buy
+244
New +$11K 0.01% 318

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $7.03B AUM 11.68% 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 $66.1B AUM 33.53% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

MassMutual Private Wealth & Trust's UL Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of Unilever (UL) in Q4 2017, closing a stake of 310 shares — an estimated $20.2K sold.

MassMutual Private Wealth & Trust first reported a position in UL in Q1 2014 and held it in 14 quarters. The position peaked at $1.93M in Q2 2016. 610 funds tracked by Wall St. Rank hold UL as of Q4 2017.

  • MassMutual Private Wealth & Trust reported no remaining Unilever position as of Q4 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 310 Unilever shares in Q4 2017, an estimated $20.2K.
  • MassMutual Private Wealth & Trust first reported a position in Unilever in Q1 2014 and held it in 14 quarters.
  • MassMutual Private Wealth & Trust's Unilever position peaked at $1.93M in Q2 2016.
  • 610 funds tracked by Wall St. Rank held Unilever as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.