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Sound View Wealth Advisors’s Unilever UL Stock Holding History

Sound View Wealth 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
2019
Q1 		$405K Sell
6,242
-137
-2% -$8.35K 0.13% 154
2018
Q4 		$375K Buy
+6,379
New +$384K 0.14% 149

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound View Wealth Advisors's UL Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Unilever (UL) stake by 2.1% in Q1 2019, selling an estimated $8.35K and leaving 6,242 shares worth $405K. The position accounts for 0.13% of the portfolio, ranked #154.

Sound View Wealth Advisors first reported a position in UL in Q4 2018 and has held it in 2 quarters since. 636 funds tracked by Wall St. Rank hold UL as of Q1 2019.

  • Sound View Wealth Advisors held 6,242 shares of Unilever worth $405K as of Q1 2019.
  • Sound View Wealth Advisors sold 137 Unilever shares in Q1 2019, an estimated $8.35K.
  • Unilever made up 0.13% of Sound View Wealth Advisors's portfolio in Q1 2019, its #154 holding.
  • Sound View Wealth Advisors first reported a position in Unilever in Q4 2018 and has held it in 2 quarters since.
  • 636 funds tracked by Wall St. Rank held Unilever as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.