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Spot Trading’s Unilever UL Stock Holding History

Spot Trading’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 		$354K Buy
5,422
+5,333
+5,992% +$343K 0.01% 1870
2017
Q2 		$5K Sell
89
-889
-91% -$53K ﹤0.01% 3099
2017
Q1 		$54K Hold
978
– – ﹤0.01% 2468
2016
Q4 		$45K Sell
978
-6,578
-87% -$307K ﹤0.01% 2420
2016
Q3 		$403K Buy
+7,556
New +$399K 0.01% 1647
2014
Q3 		– Sell
-8,000
Closed -$408K – 4722
2014
Q2 		$408K Sell
8,000
-267
-3% -$13.4K ﹤0.01% 2853
2014
Q1 		$398K Buy
+8,267
New +$373K ﹤0.01% 2714
2013
Q3 		– Sell
-6,222
Closed -$283K – 4453
2013
Q2 		$283K Buy
+6,222
New +$296K ﹤0.01% 2808

Other funds holding UL

Harris Associates
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
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spot Trading's UL Position: Q3 2017 in Review

Spot Trading sold out of Unilever (UL) in Q3 2017, closing a stake of 402 shares — an estimated $25.8K sold.

Spot Trading first reported a position in UL in Q2 2013 and held it in 6 quarters. The position peaked at $169K in Q1 2017. 558 funds tracked by Wall St. Rank hold UL as of Q3 2017.

  • Spot Trading reported no remaining Unilever position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 402 Unilever shares in Q3 2017, an estimated $25.8K.
  • Spot Trading first reported a position in Unilever in Q2 2013 and held it in 6 quarters.
  • Spot Trading's Unilever position peaked at $169K in Q1 2017.
  • 558 funds tracked by Wall St. Rank held Unilever as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.