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WESPAC Advisors’s Unilever UL Stock Holding History

WESPAC Advisors’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
Q3 		– Sell
-42,962
Closed -$2.08M – 110
2015
Q2 		$2.08M Buy
42,962
+1,926
+5% +$95.2K 1.56% 24
2015
Q1 		$1.93M Sell
41,036
-704
-2% -$33.7K 1.46% 25
2014
Q4 		$1.9M Buy
41,740
+3,534
+9% +$162K 1.33% 28
2014
Q3 		$1.8M Buy
38,206
+12,221
+47% +$603K 1.44% 20
2014
Q2 		$1.32M Sell
25,985
-8,092
-24% -$405K 1.51% 22
2014
Q1 		$1.64M Buy
34,077
+589
+2% +$26.6K 1.42% 19
2013
Q4 		$1.55M Buy
33,488
+9,710
+41% +$435K 1.29% 22
2013
Q3 		$1.03M Buy
+23,778
New +$1.08M 1.2% 31

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WESPAC Advisors's UL Position: Q3 2015 in Review

WESPAC Advisors sold out of Unilever (UL) in Q3 2015, closing a stake of 42,962 shares — an estimated $2.08M sold.

WESPAC Advisors first reported a position in UL in Q3 2013 and held it in 8 quarters. The position peaked at $2.08M in Q2 2015. 488 funds tracked by Wall St. Rank hold UL as of Q3 2015.

  • WESPAC Advisors reported no remaining Unilever position as of Q3 2015 after selling out during the quarter.
  • WESPAC Advisors sold 42,962 Unilever shares in Q3 2015, an estimated $2.08M.
  • WESPAC Advisors first reported a position in Unilever in Q3 2013 and held it in 8 quarters.
  • WESPAC Advisors's Unilever position peaked at $2.08M in Q2 2015.
  • 488 funds tracked by Wall St. Rank held Unilever as of Q3 2015.

Based on WESPAC Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.