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Peachtree Investment Advisors’s Unilever UL Stock Holding History

Peachtree Investment 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
2015
Q2 		– Sell
-65
Closed -$3K – 315
2015
Q1 		$3K Hold
65
– – ﹤0.01% 298
2014
Q4 		$3K Sell
65
-34
-34% -$1.56K ﹤0.01% 332
2014
Q3 		$5K Buy
+99
New +$4.89K ﹤0.01% 334

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MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Peachtree Investment Advisors's UL Position: Q2 2015 in Review

Peachtree Investment Advisors sold out of Unilever (UL) in Q2 2015, closing a stake of 65 shares — an estimated $3K sold.

Peachtree Investment Advisors first reported a position in UL in Q3 2014 and held it in 3 quarters. The position peaked at $5K in Q3 2014. 481 funds tracked by Wall St. Rank hold UL as of Q2 2015.

  • Peachtree Investment Advisors reported no remaining Unilever position as of Q2 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 65 Unilever shares in Q2 2015, an estimated $3K.
  • Peachtree Investment Advisors first reported a position in Unilever in Q3 2014 and held it in 3 quarters.
  • Peachtree Investment Advisors's Unilever position peaked at $5K in Q3 2014.
  • 481 funds tracked by Wall St. Rank held Unilever as of Q2 2015.

Based on Peachtree Investment Advisors's 13F filing for Q2 2015, filed 8 Jul 2015.