MBTD
UL icon

Mechanics Bank - Trust Department’s Unilever UL Stock Holding History

Mechanics Bank - Trust Department’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
2016
Q4 		– Sell
-4,188
Closed -$223K – 171
2016
Q3 		$223K Buy
+4,188
New +$221K 0.05% 156

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Mechanics Bank - Trust Department's UL Position: Q4 2016 in Review

Mechanics Bank - Trust Department sold out of Unilever (UL) in Q4 2016, closing a stake of 4,188 shares — an estimated $223K sold.

Mechanics Bank - Trust Department first reported a position in UL in Q3 2016 and held it in 1 quarter. The position peaked at $223K in Q3 2016. 558 funds tracked by Wall St. Rank hold UL as of Q4 2016.

  • Mechanics Bank - Trust Department reported no remaining Unilever position as of Q4 2016 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 4,188 Unilever shares in Q4 2016, an estimated $223K.
  • Mechanics Bank - Trust Department first reported a position in Unilever in Q3 2016 and held it in 1 quarter.
  • Mechanics Bank - Trust Department's Unilever position peaked at $223K in Q3 2016.
  • 558 funds tracked by Wall St. Rank held Unilever as of Q4 2016.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2016, filed 25 Jan 2017.