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Pathway Financial Advisors’s Unilever UL Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-193
Closed -$12K – 361
2018
Q2 		$12K Hold
193
– – 0.01% 362
2018
Q1 		$12K Hold
193
– – 0.01% 375
2017
Q4 		$12K Buy
+193
New +$12.2K 0.01% 380

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FMI
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MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathway Financial Advisors's UL Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Unilever (UL) in Q3 2018, closing a stake of 193 shares — an estimated $12K sold.

Pathway Financial Advisors first reported a position in UL in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 588 funds tracked by Wall St. Rank hold UL as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Unilever position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 193 Unilever shares in Q3 2018, an estimated $12K.
  • Pathway Financial Advisors first reported a position in Unilever in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Unilever position peaked at $12K in Q2 2018.
  • 588 funds tracked by Wall St. Rank held Unilever as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.