WAS
UL icon

WESPAC Advisors SoCal’s Unilever UL Stock Holding History

WESPAC Advisors SoCal’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
2016
Q3 		– Sell
-89
Closed -$4.79K – 299
2016
Q2 		$4.79K Buy
+89
New +$4.57K ﹤0.01% 240

Other funds holding UL

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WESPAC Advisors SoCal's UL Position: Q3 2016 in Review

WESPAC Advisors SoCal sold out of Unilever (UL) in Q3 2016, closing a stake of 89 shares — an estimated $4.79K sold.

WESPAC Advisors SoCal first reported a position in UL in Q2 2016 and held it in 1 quarter. The position peaked at $4.79K in Q2 2016. 509 funds tracked by Wall St. Rank hold UL as of Q3 2016.

  • WESPAC Advisors SoCal reported no remaining Unilever position as of Q3 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 89 Unilever shares in Q3 2016, an estimated $4.79K.
  • WESPAC Advisors SoCal first reported a position in Unilever in Q2 2016 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Unilever position peaked at $4.79K in Q2 2016.
  • 509 funds tracked by Wall St. Rank held Unilever as of Q3 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2016, filed 14 Nov 2016.