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McKinley Carter Wealth Services’s Unilever UL Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-184
Closed -$12K – 364
2018
Q1 		$12K Buy
+184
New +$11.2K ﹤0.01% 370

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McKinley Carter Wealth Services's UL Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Unilever (UL) in Q2 2018, closing a stake of 184 shares — an estimated $12K sold.

McKinley Carter Wealth Services first reported a position in UL in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 596 funds tracked by Wall St. Rank hold UL as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Unilever position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 184 Unilever shares in Q2 2018, an estimated $12K.
  • McKinley Carter Wealth Services first reported a position in Unilever in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Unilever position peaked at $12K in Q1 2018.
  • 596 funds tracked by Wall St. Rank held Unilever as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.