PCA
UN

Personal Capital Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Personal Capital Advisors’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,615
Closed -$218K – 475
2020
Q3 		$218K Buy
+3,615
New +$209K ﹤0.01% 386
2019
Q1 		– Sell
-3,990
Closed -$215K – 346
2018
Q4 		$215K Buy
+3,990
New +$218K ﹤0.01% 288

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Personal Capital Advisors's UN Position: Q4 2020 in Review

Personal Capital Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 3,615 shares — an estimated $218K sold.

Personal Capital Advisors first reported a position in UN in Q4 2018 and held it in 2 quarters. The position peaked at $218K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Personal Capital Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 3,615 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $218K.
  • Personal Capital Advisors first reported a position in Unilever NV New York Registry Shares in Q4 2018 and held it in 2 quarters.
  • Personal Capital Advisors's Unilever NV New York Registry Shares position peaked at $218K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Personal Capital Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.