Nine Chapters Capital Management’s Unilever UL Stock Holding History

Nine Chapters Capital Management’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 Q1	–	Sell	-6,756	Closed	-$309K	–	305
2016 Q4	$309K	Buy	+6,756	New	+$315K	0.52%	74
2015 Q2	–	Sell	-6,756	Closed	-$317K	–	1158
2015 Q1	$317K	Buy	+6,756	New	+$324K	0.03%	713
2014 Q4	–	Sell	-67,022	Closed	-$3.16M	–	1192
2014 Q3	$3.16M	Buy	67,022 +57,778	+625%	+$2.85M	0.28%	82
2014 Q2	$471K	Buy	+9,244	New	+$463K	0.04%	573
2013 Q4	–	Sell	-17,689	Closed	-$768K	–	948
2013 Q3	$768K	Sell	17,689 -83,111	-82%	-$3.77M	0.09%	309
2013 Q2	$4.59M	Buy	+100,800	New	+$4.79M	0.79%	14

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Nine Chapters Capital Management's UL Position: Q1 2017 in Review

Nine Chapters Capital Management sold out of Unilever (UL) in Q1 2017, closing a stake of 6,756 shares — an estimated $309K sold.

Nine Chapters Capital Management first reported a position in UL in Q2 2013 and held it in 6 quarters. The position peaked at $4.59M in Q2 2013. 555 funds tracked by Wall St. Rank hold UL as of Q1 2017.

Nine Chapters Capital Management reported no remaining Unilever position as of Q1 2017 after selling out during the quarter.
Nine Chapters Capital Management sold 6,756 Unilever shares in Q1 2017, an estimated $309K.
Nine Chapters Capital Management first reported a position in Unilever in Q2 2013 and held it in 6 quarters.
Nine Chapters Capital Management's Unilever position peaked at $4.59M in Q2 2013.
555 funds tracked by Wall St. Rank held Unilever as of Q1 2017.

Based on Nine Chapters Capital Management's 13F filing for Q1 2017, filed 8 May 2017.