SVWA
UN

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

Sound View Wealth 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
2019
Q1 		$227K Sell
3,896
-154
-4% -$8.45K 0.07% 226
2018
Q4 		$218K Buy
+4,050
New +$221K 0.08% 216

Other funds holding UN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sound View Wealth Advisors reduced its Unilever NV New York Registry Shares (UN) stake by 3.8% in Q1 2019, selling an estimated $8.45K and leaving 3,896 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #226.

Sound View Wealth Advisors first reported a position in UN in Q4 2018 and has held it in 2 quarters since. 606 funds tracked by Wall St. Rank hold UN as of Q1 2019.

  • Sound View Wealth Advisors held 3,896 shares of Unilever NV New York Registry Shares worth $227K as of Q1 2019.
  • Sound View Wealth Advisors sold 154 Unilever NV New York Registry Shares shares in Q1 2019, an estimated $8.45K.
  • Unilever NV New York Registry Shares made up 0.07% of Sound View Wealth Advisors's portfolio in Q1 2019, its #226 holding.
  • Sound View Wealth Advisors first reported a position in Unilever NV New York Registry Shares in Q4 2018 and has held it in 2 quarters since.
  • 606 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q1 2019.

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