BWM
UNIT

BerganKDV Wealth Management’s Uniti Group UNIT Stock Holding History

BerganKDV Wealth Management’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
2019
Q1 		– Sell
-490
Closed -$8K – 754
2018
Q4 		$8K Buy
490
+15
+3% +$282 ﹤0.01% 511
2018
Q3 		$10K Buy
475
+13
+3% +$257 ﹤0.01% 496
2018
Q2 		$9K Buy
+462
New +$8.99K ﹤0.01% 518

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's UNIT Position: Q1 2019 in Review

BerganKDV Wealth Management sold out of Uniti Group (UNIT) in Q1 2019, closing a stake of 490 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in UNIT in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 308 funds tracked by Wall St. Rank hold UNIT as of Q1 2019.

  • BerganKDV Wealth Management reported no remaining Uniti Group position as of Q1 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 490 Uniti Group shares in Q1 2019, an estimated $8K.
  • BerganKDV Wealth Management first reported a position in Uniti Group in Q2 2018 and held it in 3 quarters.
  • BerganKDV Wealth Management's Uniti Group position peaked at $10K in Q3 2018.
  • 308 funds tracked by Wall St. Rank held Uniti Group as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.