West Oak Capital’s Unilever UL Stock Holding History

West Oak Capital’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
2019 Q1	–	Sell	-53	Closed	-$3.13K	–	325
2018 Q4	$3.13K	Hold	53	–	–	﹤0.01%	294
2018 Q3	$3.3K	Buy	+53	New	+$3.34K	﹤0.01%	325

Other funds holding UL

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Oak Capital's UL Position: Q1 2019 in Review

West Oak Capital sold out of Unilever (UL) in Q1 2019, closing a stake of 53 shares — an estimated $3.13K sold.

West Oak Capital first reported a position in UL in Q3 2018 and held it in 2 quarters. The position peaked at $3.3K in Q3 2018. 637 funds tracked by Wall St. Rank hold UL as of Q1 2019.

West Oak Capital reported no remaining Unilever position as of Q1 2019 after selling out during the quarter.
West Oak Capital sold 53 Unilever shares in Q1 2019, an estimated $3.13K.
West Oak Capital first reported a position in Unilever in Q3 2018 and held it in 2 quarters.
West Oak Capital's Unilever position peaked at $3.3K in Q3 2018.
637 funds tracked by Wall St. Rank held Unilever as of Q1 2019.

Based on West Oak Capital's 13F filing for Q1 2019, filed 3 Apr 2019.