MCIA
UN

Mountain Capital Investment Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Mountain Capital Investment Advisors’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-514
Closed -$30K – 520
2017
Q3 		$30K Hold
514
– – 0.03% 153
2017
Q2 		$28K Buy
+514
New +$27.8K 0.03% 173

Other funds holding UN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mountain Capital Investment Advisors's UN Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2017, closing a stake of 514 shares — an estimated $30K sold.

Mountain Capital Investment Advisors first reported a position in UN in Q2 2017 and held it in 2 quarters. The position peaked at $30K in Q3 2017. 549 funds tracked by Wall St. Rank hold UN as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 514 Unilever NV New York Registry Shares shares in Q4 2017, an estimated $30K.
  • Mountain Capital Investment Advisors first reported a position in Unilever NV New York Registry Shares in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Unilever NV New York Registry Shares position peaked at $30K in Q3 2017.
  • 549 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.