CIM
UNT

Calvert Investment Management’s UNIT Corporation UNT Stock Holding History

Calvert Investment Management’s Portfolio UNT Stock Details UNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-49,137
Closed -$1.33M – 638
2015
Q2 		$1.33M Buy
49,137
+30,100
+158% +$948K 0.06% 203
2015
Q1 		$533K Hold
19,037
– – 0.03% 337
2014
Q4 		$649K Buy
19,037
+471
+3% +$20.4K 0.04% 278
2014
Q3 		$1.09M Buy
18,566
+2,703
+17% +$174K 0.08% 200
2014
Q2 		$1.09M Buy
15,863
+507
+3% +$33K 0.07% 164
2014
Q1 		$1M Buy
15,356
+4,069
+36% +$226K 0.07% 172
2013
Q4 		$583K Buy
+11,287
New +$563K 0.04% 210

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Calvert Investment Management's UNT Position: Q3 2015 in Review

Calvert Investment Management sold out of UNIT Corporation (UNT) in Q3 2015, closing a stake of 49,137 shares — an estimated $1.33M sold.

Calvert Investment Management first reported a position in UNT in Q4 2013 and held it in 7 quarters. The position peaked at $1.33M in Q2 2015. 151 funds tracked by Wall St. Rank hold UNT as of Q3 2015.

  • Calvert Investment Management reported no remaining UNIT Corporation position as of Q3 2015 after selling out during the quarter.
  • Calvert Investment Management sold 49,137 UNIT Corporation shares in Q3 2015, an estimated $1.33M.
  • Calvert Investment Management first reported a position in UNIT Corporation in Q4 2013 and held it in 7 quarters.
  • Calvert Investment Management's UNIT Corporation position peaked at $1.33M in Q2 2015.
  • 151 funds tracked by Wall St. Rank held UNIT Corporation as of Q3 2015.

Based on Calvert Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.