CFA
UNT

Carroll Financial Associates’s UNIT Corporation UNT Stock Holding History

Carroll Financial Associates’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
2016
Q1 		– Sell
-505
Closed -$6K – 1249
2015
Q4 		$6K Buy
+505
New +$7.45K ﹤0.01% 842

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCP
Caymus Capital Partners The Woodlands, Texas $14.7M AUM 51.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Carroll Financial Associates's UNT Position: Q1 2016 in Review

Carroll Financial Associates sold out of UNIT Corporation (UNT) in Q1 2016, closing a stake of 505 shares — an estimated $6K sold.

Carroll Financial Associates first reported a position in UNT in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 164 funds tracked by Wall St. Rank hold UNT as of Q1 2016.

  • Carroll Financial Associates reported no remaining UNIT Corporation position as of Q1 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 505 UNIT Corporation shares in Q1 2016, an estimated $6K.
  • Carroll Financial Associates first reported a position in UNIT Corporation in Q4 2015 and held it in 1 quarter.
  • Carroll Financial Associates's UNIT Corporation position peaked at $6K in Q4 2015.
  • 164 funds tracked by Wall St. Rank held UNIT Corporation as of Q1 2016.

Based on Carroll Financial Associates's 13F filing for Q1 2016, filed 20 Apr 2016.