CAI
UNT

Capital Advisors Inc’s UNIT Corporation UNT Stock Holding History

Capital Advisors Inc’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
2020
Q1 		– Sell
-17,851
Closed -$12K – 196
2019
Q4 		$12K Buy
+17,851
New +$28.5K ﹤0.01% 186
2018
Q2 		– Sell
-10,718
Closed -$212K – 193
2018
Q1 		$212K Buy
+10,718
New +$234K 0.01% 175
2014
Q3 		– Sell
-3,082
Closed -$212K – 131
2014
Q2 		$212K Buy
+3,082
New +$201K 0.04% 109

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Inc's UNT Position: Q1 2020 in Review

Capital Advisors Inc sold out of UNIT Corporation (UNT) in Q1 2020, closing a stake of 17,851 shares — an estimated $12K sold.

Capital Advisors Inc first reported a position in UNT in Q2 2014 and held it in 3 quarters. The position peaked at $212K in Q2 2014. 72 funds tracked by Wall St. Rank hold UNT as of Q1 2020.

  • Capital Advisors Inc reported no remaining UNIT Corporation position as of Q1 2020 after selling out during the quarter.
  • Capital Advisors Inc sold 17,851 UNIT Corporation shares in Q1 2020, an estimated $12K.
  • Capital Advisors Inc first reported a position in UNIT Corporation in Q2 2014 and held it in 3 quarters.
  • Capital Advisors Inc's UNIT Corporation position peaked at $212K in Q2 2014.
  • 72 funds tracked by Wall St. Rank held UNIT Corporation as of Q1 2020.

Based on Capital Advisors Inc's 13F filing for Q1 2020, filed 21 May 2020.