WA
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WealthTrust-Arizona’s Unilever UL Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$38K Sell
644
-4
-0.6% -$241 0.02% 184
2018
Q3 		$40K Sell
648
-4
-0.6% -$252 0.02% 193
2018
Q2 		$41K Sell
652
-58
-8% -$3.6K 0.02% 175
2018
Q1 		$44K Hold
710
– – 0.02% 175
2017
Q4 		$44K Hold
710
– – 0.02% 181
2017
Q3 		$46K Hold
710
– – 0.02% 171
2017
Q2 		$43K Hold
710
– – 0.02% 174
2017
Q1 		$39K Hold
710
– – 0.02% 180
2016
Q4 		$33K Hold
710
– – 0.02% 189
2016
Q3 		$38K Hold
710
– – 0.02% 174
2016
Q2 		$38K Hold
710
– – 0.02% 173
2016
Q1 		$36K Hold
710
– – 0.02% 177
2015
Q4 		$34K Hold
710
– – 0.02% 191
2015
Q3 		$33K Buy
710
+79
+13% +$3.78K 0.02% 198
2015
Q2 		$31K Buy
631
+213
+51% +$10.5K 0.02% 217
2015
Q1 		$20K Hold
418
– – 0.01% 286
2014
Q4 		$19K Hold
418
– – 0.02% 295
2014
Q3 		$20K Hold
418
– – 0.02% 283
2014
Q2 		$21K Sell
418
-10
-2% -$501 0.02% 277
2014
Q1 		$21K Hold
428
– – 0.02% 280
2013
Q4 		$20K Sell
428
-4
-0.9% -$179 0.02% 271
2013
Q3 		$19K Hold
432
– – 0.02% 250
2013
Q2 		$20K Buy
+432
New +$20.5K 0.03% 234

Other funds holding UL

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return