Carson Wealth (CWM LLC)’s UNIT Corporation UNT Stock Holding History

Carson Wealth (CWM LLC)’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
2017 Q2	–	Sell	-81	Closed	-$2K	–	1355
2017 Q1	$2K	Buy	+81	New	+$2.07K	﹤0.01%	1020

Other funds holding UNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Carson Wealth (CWM LLC)'s UNT Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of UNIT Corporation (UNT) in Q2 2017, closing a stake of 81 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in UNT in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 164 funds tracked by Wall St. Rank hold UNT as of Q2 2017.

Carson Wealth (CWM LLC) reported no remaining UNIT Corporation position as of Q2 2017 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 81 UNIT Corporation shares in Q2 2017, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in UNIT Corporation in Q1 2017 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s UNIT Corporation position peaked at $2K in Q1 2017.
164 funds tracked by Wall St. Rank held UNIT Corporation as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.