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Wunderlich Capital Managemnt’s Unilever UL Stock Holding History

Wunderlich Capital Managemnt’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
Q4 		– Sell
-29,390
Closed -$1.92M – 95
2017
Q3 		$1.92M Sell
29,390
-720
-2% -$46.3K 1.43% 19
2017
Q2 		$1.83M Sell
30,110
-902
-3% -$53.8K 1.37% 15
2017
Q1 		$1.72M Sell
31,012
-1,021
-3% -$51.7K 1.34% 21
2016
Q4 		$1.47M Buy
+32,033
New +$1.49M 1.19% 41

Other funds holding UL

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Wunderlich Capital Managemnt's UL Position: Q4 2017 in Review

Wunderlich Capital Managemnt sold out of Unilever (UL) in Q4 2017, closing a stake of 29,390 shares — an estimated $1.92M sold.

Wunderlich Capital Managemnt first reported a position in UL in Q4 2016 and held it in 4 quarters. The position peaked at $1.92M in Q3 2017. 609 funds tracked by Wall St. Rank hold UL as of Q4 2017.

  • Wunderlich Capital Managemnt reported no remaining Unilever position as of Q4 2017 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 29,390 Unilever shares in Q4 2017, an estimated $1.92M.
  • Wunderlich Capital Managemnt first reported a position in Unilever in Q4 2016 and held it in 4 quarters.
  • Wunderlich Capital Managemnt's Unilever position peaked at $1.92M in Q3 2017.
  • 609 funds tracked by Wall St. Rank held Unilever as of Q4 2017.

Based on Wunderlich Capital Managemnt's 13F filing for Q4 2017, filed 15 Feb 2018.