WWM
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Willingdon Wealth Management’s Unilever UL Stock Holding History

Willingdon Wealth Management’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
Q3 		– Sell
-267
Closed -$17K – 424
2018
Q2 		$17K Hold
267
– – 0.01% 244
2018
Q1 		$17K Buy
+267
New +$16.2K 0.01% 228

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Hotchkis & Wiley Capital Management
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HL
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Willingdon Wealth Management's UL Position: Q3 2018 in Review

Willingdon Wealth Management sold out of Unilever (UL) in Q3 2018, closing a stake of 267 shares — an estimated $17K sold.

Willingdon Wealth Management first reported a position in UL in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q2 2018. 588 funds tracked by Wall St. Rank hold UL as of Q3 2018.

  • Willingdon Wealth Management reported no remaining Unilever position as of Q3 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 267 Unilever shares in Q3 2018, an estimated $17K.
  • Willingdon Wealth Management first reported a position in Unilever in Q1 2018 and held it in 2 quarters.
  • Willingdon Wealth Management's Unilever position peaked at $17K in Q2 2018.
  • 588 funds tracked by Wall St. Rank held Unilever as of Q3 2018.

Based on Willingdon Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.