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Windsor Capital Management’s Unilever UL Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-573
Closed -$26K – 408
2015
Q3 		$26K Buy
+573
New +$27.4K 0.02% 230
2014
Q1 		– Sell
-573
Closed -$27K – 282
2013
Q4 		$27K Hold
573
– – 0.02% 230
2013
Q3 		$25K Hold
573
– – 0.01% 254
2013
Q2 		$26K Buy
+573
New +$27.2K 0.02% 235

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Harris Associates
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Arrowstreet Capital
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Windsor Capital Management's UL Position: Q4 2015 in Review

Windsor Capital Management sold out of Unilever (UL) in Q4 2015, closing a stake of 573 shares — an estimated $26K sold.

Windsor Capital Management first reported a position in UL in Q2 2013 and held it in 4 quarters. The position peaked at $27K in Q4 2013. 509 funds tracked by Wall St. Rank hold UL as of Q4 2015.

  • Windsor Capital Management reported no remaining Unilever position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 573 Unilever shares in Q4 2015, an estimated $26K.
  • Windsor Capital Management first reported a position in Unilever in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Unilever position peaked at $27K in Q4 2013.
  • 509 funds tracked by Wall St. Rank held Unilever as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.