WA
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Winfield Associates’s Unilever UL Stock Holding History

Winfield Associates’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
Q1 		– Sell
-478
Closed -$31K – 631
2017
Q4 		$31K Buy
478
+18
+4% +$1.14K 0.02% 243
2017
Q3 		$30K Hold
460
– – 0.02% 240
2017
Q2 		$28K Buy
460
+40
+10% +$2.38K 0.02% 245
2017
Q1 		$23K Buy
420
+184
+78% +$9.31K 0.01% 257
2016
Q4 		$11K Sell
236
-57
-19% -$2.66K 0.01% 354
2016
Q3 		$16K Hold
293
– – 0.01% 283
2016
Q2 		$16K Hold
293
– – 0.01% 277
2016
Q1 		$15K Buy
+293
New +$14.3K 0.01% 270
2014
Q3 		– Sell
-3,822
Closed -$194K – 305
2014
Q2 		$194K Hold
3,822
– – 0.14% 121
2014
Q1 		$184K Hold
3,822
– – 0.15% 115
2013
Q4 		$177K Buy
+3,822
New +$171K 0.15% 120

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