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US Financial Advisors’s Unilever UL Stock Holding History

US Financial 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
2016
Q1 		– Sell
-242
Closed -$12K – 603
2015
Q4 		$12K Buy
+242
New +$11.8K 0.01% 297

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

US Financial Advisors's UL Position: Q1 2016 in Review

US Financial Advisors sold out of Unilever (UL) in Q1 2016, closing a stake of 242 shares — an estimated $12K sold.

US Financial Advisors first reported a position in UL in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 505 funds tracked by Wall St. Rank hold UL as of Q1 2016.

  • US Financial Advisors reported no remaining Unilever position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 242 Unilever shares in Q1 2016, an estimated $12K.
  • US Financial Advisors first reported a position in Unilever in Q4 2015 and held it in 1 quarter.
  • US Financial Advisors's Unilever position peaked at $12K in Q4 2015.
  • 505 funds tracked by Wall St. Rank held Unilever as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.