Wealthfront’s Unilever UL Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-12	Closed	-$1K	–	1010
2015 Q3	$1K	Buy	+12	New	+$574	﹤0.01%	1222
2015 Q2	–	Sell	-36	Closed	-$2K	–	1387
2015 Q1	$2K	Buy	+36	New	+$1.73K	﹤0.01%	1029
2014 Q4	–	Sell	-33	Closed	-$2K	–	992
2014 Q3	$2K	Sell	33 -19	-37%	-$938	﹤0.01%	608
2014 Q2	$3K	Buy	+52	New	+$2.61K	﹤0.01%	550

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 Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Wealthfront's UL Position: Q4 2015 in Review

Wealthfront sold out of Unilever (UL) in Q4 2015, closing a stake of 12 shares — an estimated $1K sold.

Wealthfront first reported a position in UL in Q2 2014 and held it in 4 quarters. The position peaked at $3K in Q2 2014. 509 funds tracked by Wall St. Rank hold UL as of Q4 2015.

Wealthfront reported no remaining Unilever position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 12 Unilever shares in Q4 2015, an estimated $1K.
Wealthfront first reported a position in Unilever in Q2 2014 and held it in 4 quarters.
Wealthfront's Unilever position peaked at $3K in Q2 2014.
509 funds tracked by Wall St. Rank held Unilever as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.