TPWA
UL icon

TRUE Private Wealth Advisors’s Unilever UL Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-191
Closed -$11.8K – 868
2018
Q3 		$11.8K Buy
+191
New +$12K ﹤0.01% 717

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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 $672B AUM 33.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TRUE Private Wealth Advisors's UL Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Unilever (UL) in Q4 2018, closing a stake of 191 shares — an estimated $11.8K sold.

TRUE Private Wealth Advisors first reported a position in UL in Q3 2018 and held it in 1 quarter. The position peaked at $11.8K in Q3 2018. 604 funds tracked by Wall St. Rank hold UL as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Unilever position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 191 Unilever shares in Q4 2018, an estimated $11.8K.
  • TRUE Private Wealth Advisors first reported a position in Unilever in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Unilever position peaked at $11.8K in Q3 2018.
  • 604 funds tracked by Wall St. Rank held Unilever as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.