SVWAG
UN

Sound View Wealth Advisors Group’s Unilever NV New York Registry Shares UN Stock Holding History

Sound View Wealth Advisors Group’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
-5,019
Closed -$303K – 265
2020
Q3 		$303K Sell
5,019
-56
-1% -$3.25K 0.08% 189
2020
Q2 		$270K Buy
5,075
+300
+6% +$15.2K 0.08% 198
2020
Q1 		$233K Buy
+4,775
New +$261K 0.08% 192
2019
Q4 		– Sell
-3,784
Closed -$227K – 246
2019
Q3 		$227K Sell
3,784
-48
-1% -$2.88K 0.07% 227
2019
Q2 		$233K Buy
+3,832
New +$229K 0.07% 225

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

Sound View Wealth Advisors Group's UN Position: Q4 2020 in Review

Sound View Wealth Advisors Group sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 5,019 shares — an estimated $303K sold.

Sound View Wealth Advisors Group first reported a position in UN in Q2 2019 and held it in 5 quarters. The position peaked at $303K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Sound View Wealth Advisors Group reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 5,019 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $303K.
  • Sound View Wealth Advisors Group first reported a position in Unilever NV New York Registry Shares in Q2 2019 and held it in 5 quarters.
  • Sound View Wealth Advisors Group's Unilever NV New York Registry Shares position peaked at $303K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2020, filed 2 Feb 2021.