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Wealthcare Capital Management’s Unilever UL Stock Holding History

Wealthcare 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
2020
Q1 		– Sell
-76
Closed -$5K – 624
2019
Q4 		$5K Buy
+76
New +$5.05K ﹤0.01% 257
2015
Q2 		– Sell
-92
Closed -$4K – 835
2015
Q1 		$4K Buy
+92
New +$4.41K ﹤0.01% 705

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FMI
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wealthcare Capital Management's UL Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Unilever (UL) in Q1 2020, closing a stake of 76 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in UL in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 670 funds tracked by Wall St. Rank hold UL as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Unilever position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 76 Unilever shares in Q1 2020, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Unilever in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Unilever position peaked at $5K in Q4 2019.
  • 670 funds tracked by Wall St. Rank held Unilever as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.