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Spero-Smith Investment Advisers’s Unilever UL Stock Holding History

Spero-Smith Investment Advisers’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
2015
Q3 		– Sell
-38,855
Closed -$1.88M – 46
2015
Q2 		$1.88M Buy
38,855
+62
+0.2% +$3.06K 2.14% 26
2015
Q1 		$1.82M Buy
38,793
+853
+2% +$40.9K 2.02% 27
2014
Q4 		$1.73M Sell
37,940
-608
-2% -$27.9K 1.96% 26
2014
Q3 		$1.82M Buy
+38,548
New +$1.9M 2.11% 24

Other funds holding UL

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Spero-Smith Investment Advisers's UL Position: Q3 2015 in Review

Spero-Smith Investment Advisers sold out of Unilever (UL) in Q3 2015, closing a stake of 38,855 shares — an estimated $1.88M sold.

Spero-Smith Investment Advisers first reported a position in UL in Q3 2014 and held it in 4 quarters. The position peaked at $1.88M in Q2 2015. 489 funds tracked by Wall St. Rank hold UL as of Q3 2015.

  • Spero-Smith Investment Advisers reported no remaining Unilever position as of Q3 2015 after selling out during the quarter.
  • Spero-Smith Investment Advisers sold 38,855 Unilever shares in Q3 2015, an estimated $1.88M.
  • Spero-Smith Investment Advisers first reported a position in Unilever in Q3 2014 and held it in 4 quarters.
  • Spero-Smith Investment Advisers's Unilever position peaked at $1.88M in Q2 2015.
  • 489 funds tracked by Wall St. Rank held Unilever as of Q3 2015.

Based on Spero-Smith Investment Advisers's 13F filing for Q3 2015, filed 12 Nov 2015.