PRW Wealth Management’s Unilever UL Stock Holding History

PRW Wealth 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
2019 Q2	–	Sell	-54	Closed	-$4K	–	632
2019 Q1	$4K	Hold	54	–	–	﹤0.01%	433
2018 Q4	$3K	Buy	+54	New	+$3.25K	﹤0.01%	473

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PRW Wealth Management's UL Position: Q2 2019 in Review

PRW Wealth Management sold out of Unilever (UL) in Q2 2019, closing a stake of 54 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in UL in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 633 funds tracked by Wall St. Rank hold UL as of Q2 2019.

PRW Wealth Management reported no remaining Unilever position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 54 Unilever shares in Q2 2019, an estimated $4K.
PRW Wealth Management first reported a position in Unilever in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Unilever position peaked at $4K in Q1 2019.
633 funds tracked by Wall St. Rank held Unilever as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.