Wealthcare Advisory Partners’s Unilever NV New York Registry Shares UN Stock Holding History

Wealthcare Advisory Partners’s Portfolio UN Stock Details UN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-37	Closed	-$2K	–	1546
2020 Q1	$2K	Sell	37 -3	-8%	-$164	﹤0.01%	1350
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	1300
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	1263
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	1227
2019 Q1	$2K	Buy	+40	New	+$2.2K	﹤0.01%	1133
2018 Q4	–	Sell	-195	Closed	-$11K	–	1338
2018 Q3	$11K	Hold	195	–	–	﹤0.01%	832
2018 Q2	$11K	Hold	195	–	–	﹤0.01%	820
2018 Q1	$11K	Sell	195 -12	-6%	-$659	﹤0.01%	717
2017 Q4	$12K	Buy	+207	New	+$11.9K	﹤0.01%	649

Other funds holding UN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthcare Advisory Partners's UN Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Unilever NV New York Registry Shares (UN) in Q2 2020, closing a stake of 37 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in UN in Q4 2017 and held it in 9 quarters. The position peaked at $12K in Q4 2017. 605 funds tracked by Wall St. Rank hold UN as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Unilever NV New York Registry Shares position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 37 Unilever NV New York Registry Shares shares in Q2 2020, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Unilever NV New York Registry Shares in Q4 2017 and held it in 9 quarters.
Wealthcare Advisory Partners's Unilever NV New York Registry Shares position peaked at $12K in Q4 2017.
605 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.