APP
UNIT

Avantax Planning Partners’s Uniti Group UNIT Stock Holding History

Avantax Planning Partners’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-232
Closed -$5K – 1142
2018
Q3 		$5K Buy
+232
New +$4.59K ﹤0.01% 1118
2018
Q2 		– Sell
-232
Closed -$4K – 1412
2018
Q1 		$4K Buy
+232
New +$3.73K ﹤0.01% 1452

Other funds holding UNIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's UNIT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Uniti Group (UNIT) in Q4 2018, closing a stake of 232 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in UNIT in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 328 funds tracked by Wall St. Rank hold UNIT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Uniti Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 232 Uniti Group shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Uniti Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Uniti Group position peaked at $5K in Q3 2018.
  • 328 funds tracked by Wall St. Rank held Uniti Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.