WCM
UL icon

WealthBridge Capital Management’s Unilever UL Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-79
Closed -$5K – 824
2019
Q1 		$5K Buy
79
+1
+1% +$61 ﹤0.01% 694
2018
Q4 		$5K Buy
+78
New +$4.7K ﹤0.01% 657

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthBridge Capital Management's UL Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Unilever (UL) in Q2 2019, closing a stake of 79 shares — an estimated $5K sold.

WealthBridge Capital Management first reported a position in UL in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 633 funds tracked by Wall St. Rank hold UL as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Unilever position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 79 Unilever shares in Q2 2019, an estimated $5K.
  • WealthBridge Capital Management first reported a position in Unilever in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Unilever position peaked at $5K in Q1 2019.
  • 633 funds tracked by Wall St. Rank held Unilever as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.