MYCIO Wealth Partners’s Unilever UL Stock Holding History

MYCIO Wealth Partners’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	-1,511	Closed	-$81K	–	631
2016 Q3	$81K	Sell	1,511 -744	-33%	-$39.3K	0.01%	282
2016 Q2	$122K	Buy	2,255 +922	+69%	+$47.3K	0.02%	236
2016 Q1	$68K	Buy	1,333 +789	+145%	+$38.4K	0.01%	283
2015 Q4	$26K	Buy	+544	New	+$26.5K	﹤0.01%	383

Other funds holding UL

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

MYCIO Wealth Partners's UL Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Unilever (UL) in Q4 2016, closing a stake of 1,511 shares — an estimated $81K sold.

MYCIO Wealth Partners first reported a position in UL in Q4 2015 and held it in 4 quarters. The position peaked at $122K in Q2 2016. 558 funds tracked by Wall St. Rank hold UL as of Q4 2016.

MYCIO Wealth Partners reported no remaining Unilever position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 1,511 Unilever shares in Q4 2016, an estimated $81K.
MYCIO Wealth Partners first reported a position in Unilever in Q4 2015 and held it in 4 quarters.
MYCIO Wealth Partners's Unilever position peaked at $122K in Q2 2016.
558 funds tracked by Wall St. Rank held Unilever as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.