Sage Capital Advisors’s Unilever UL Stock Holding History

Sage Capital 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
2017 Q3	–	Sell	-44,914	Closed	-$2.73M	–	91
2017 Q2	$2.73M	Buy	+44,914	New	+$2.68M	2.01%	15

Other funds holding UL

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sage Capital Advisors's UL Position: Q3 2017 in Review

Sage Capital Advisors sold out of Unilever (UL) in Q3 2017, closing a stake of 44,914 shares — an estimated $2.73M sold.

Sage Capital Advisors first reported a position in UL in Q2 2017 and held it in 1 quarter. The position peaked at $2.73M in Q2 2017. 558 funds tracked by Wall St. Rank hold UL as of Q3 2017.

Sage Capital Advisors reported no remaining Unilever position as of Q3 2017 after selling out during the quarter.
Sage Capital Advisors sold 44,914 Unilever shares in Q3 2017, an estimated $2.73M.
Sage Capital Advisors first reported a position in Unilever in Q2 2017 and held it in 1 quarter.
Sage Capital Advisors's Unilever position peaked at $2.73M in Q2 2017.
558 funds tracked by Wall St. Rank held Unilever as of Q3 2017.

Based on Sage Capital Advisors's 13F filing for Q3 2017, filed 30 Nov 2017.