Wealthstreet Investment Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Wealthstreet Investment Advisors’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 Q4	–	Sell	-4,500	Closed	-$272K	–	364
2020 Q3	$272K	Buy	4,500 +500	+13%	+$29K	0.03%	287
2020 Q2	$213K	Buy	+4,000	New	+$203K	0.03%	304

Other funds holding UN

First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return

Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return

Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return

Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return

Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $219M AUM 16.82% 1-Year Est. Return