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WFG Advisors’s Unilever UL Stock Holding History

WFG 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
2017
Q2 		$262K Buy
4,300
+454
+12% +$27.1K 0.06% 310
2017
Q1 		$214K Sell
3,846
-673
-15% -$34K 0.06% 319
2016
Q4 		$207K Sell
4,519
-1,045
-19% -$48.7K 0.05% 372
2016
Q3 		$297K Sell
5,564
-146
-3% -$7.71K 0.07% 271
2016
Q2 		$308K Sell
5,710
-150
-3% -$7.7K 0.08% 236
2016
Q1 		$298K Buy
5,860
+46
+0.8% +$2.24K 0.09% 235
2015
Q4 		$282K Sell
5,814
-142
-2% -$6.93K 0.08% 232
2015
Q3 		$273K Buy
5,956
+1,639
+38% +$78.4K 0.09% 228
2015
Q2 		$209K Buy
4,317
+3,602
+504% +$178K 0.06% 333
2015
Q1 		$34K Sell
715
-865
-55% -$41.5K 0.01% 828
2014
Q4 		$72K Buy
1,580
+98
+7% +$4.5K 0.01% 748
2014
Q3 		$70K Buy
1,482
+54
+4% +$2.67K 0.01% 800
2014
Q2 		$73K Buy
1,428
+185
+15% +$9.27K 0.01% 770
2014
Q1 		$60K Sell
1,243
-412
-25% -$18.6K 0.01% 837
2013
Q4 		$77K Buy
1,655
+444
+37% +$19.9K 0.01% 843
2013
Q3 		$53K Hold
1,211
– – 0.01% 910
2013
Q2 		$55K Buy
+1,211
New +$57.5K 0.01% 850

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WFG Advisors's UL Position: Q2 2017 in Review

WFG Advisors increased its Unilever (UL) stake by 12% in Q2 2017, buying an estimated $27.1K and bringing the position to 4,300 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #310.

WFG Advisors first reported a position in UL in Q2 2013 and has held it in 17 quarters since. The position peaked at $308K in Q2 2016. 551 funds tracked by Wall St. Rank hold UL as of Q2 2017.

  • WFG Advisors held 4,300 shares of Unilever worth $262K as of Q2 2017.
  • WFG Advisors bought 454 Unilever shares in Q2 2017, an estimated $27.1K.
  • Unilever made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #310 holding.
  • WFG Advisors first reported a position in Unilever in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Unilever position peaked at $308K in Q2 2016.
  • 551 funds tracked by Wall St. Rank held Unilever as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.