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Westbourne Investment Advisors’s Unilever UL Stock Holding History

Westbourne Investment 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
2018
Q4 		– Sell
-1,778
Closed -$110K – 149
2018
Q3 		$110K Buy
+1,778
New +$112K 0.08% 123

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Westbourne Investment Advisors's UL Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Unilever (UL) in Q4 2018, closing a stake of 1,778 shares — an estimated $110K sold.

Westbourne Investment Advisors first reported a position in UL in Q3 2018 and held it in 1 quarter. The position peaked at $110K in Q3 2018. 604 funds tracked by Wall St. Rank hold UL as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Unilever position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,778 Unilever shares in Q4 2018, an estimated $110K.
  • Westbourne Investment Advisors first reported a position in Unilever in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Unilever position peaked at $110K in Q3 2018.
  • 604 funds tracked by Wall St. Rank held Unilever as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.