NPC
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National Planning Corporation’s Unilever UL Stock Holding History

National Planning Corporation’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
-5,149
Closed -$336K – 564
2017
Q3 		$336K Sell
5,149
-1,087
-17% -$69.9K 0.03% 490
2017
Q2 		$378K Buy
6,236
+304
+5% +$18.1K 0.03% 485
2017
Q1 		$329K Buy
5,932
+141
+2% +$7.13K 0.02% 487
2016
Q4 		$268K Sell
5,791
-359
-6% -$16.7K 0.02% 535
2016
Q3 		$289K Buy
6,150
+1,118
+22% +$59K 0.02% 492
2016
Q2 		$266K Sell
5,032
-301
-6% -$15.5K 0.02% 522
2016
Q1 		$271K Sell
5,333
-228
-4% -$11.1K 0.02% 490
2015
Q4 		$271K Buy
5,561
+489
+10% +$23.9K 0.02% 548
2015
Q3 		$253K Buy
+5,072
New +$243K 0.02% 501
2015
Q1 		– Sell
-4,453
Closed -$198K – 1973
2014
Q4 		$198K Buy
+4,453
New +$204K 0.01% 674
2014
Q3 		– Sell
-4,377
Closed -$223K – 788
2014
Q2 		$223K Sell
4,377
-582
-12% -$29.2K 0.02% 650
2014
Q1 		$237K Buy
+4,959
New +$224K 0.02% 597

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $8.06B AUM 6.78% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

National Planning Corporation's UL Position: Q4 2017 in Review

National Planning Corporation sold out of Unilever (UL) in Q4 2017, closing a stake of 5,149 shares — an estimated $336K sold.

National Planning Corporation first reported a position in UL in Q1 2014 and held it in 12 quarters. The position peaked at $378K in Q2 2017. 609 funds tracked by Wall St. Rank hold UL as of Q4 2017.

  • National Planning Corporation reported no remaining Unilever position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,149 Unilever shares in Q4 2017, an estimated $336K.
  • National Planning Corporation first reported a position in Unilever in Q1 2014 and held it in 12 quarters.
  • National Planning Corporation's Unilever position peaked at $378K in Q2 2017.
  • 609 funds tracked by Wall St. Rank held Unilever as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.