Wealthcare Capital Management’s Unilever NV New York Registry Shares UN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-117
Closed -$7K 707
2019
Q4
$7K Buy
+117
New +$6.91K ﹤0.01% 224
2015
Q3
Sell
-252
Closed -$11K 441
2015
Q2
$11K Sell
252
-163
-39% -$7.03K ﹤0.01% 200
2015
Q1
$17K Buy
+415
New +$17.4K ﹤0.01% 431

Other funds holding UN

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

Wealthcare Capital Management sold out of Unilever NV New York Registry Shares (UN) in Q1 2020, closing a stake of 117 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in UN in Q1 2015 and held it in 3 quarters. The position peaked at $17K in Q1 2015. 612 funds tracked by Wall St. Rank hold UN as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Unilever NV New York Registry Shares position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 117 Unilever NV New York Registry Shares shares in Q1 2020, an estimated $7K.
  • Wealthcare Capital Management first reported a position in Unilever NV New York Registry Shares in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Unilever NV New York Registry Shares position peaked at $17K in Q1 2015.
  • 612 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q1 2020.

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