Creative Planning’s UNIT Corporation UNT Stock Holding History

Creative Planning’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	-11	Closed	–	–	4944
2017 Q1	$0	Buy	+11	New	+$281	﹤0.01%	5027
2016 Q3	–	Sell	-380	Closed	-$6K	–	4811
2016 Q2	$6K	Hold	380	–	–	﹤0.01%	3576
2016 Q1	$3K	Hold	380	–	–	﹤0.01%	3856
2015 Q4	$5K	Hold	380	–	–	﹤0.01%	3725
2015 Q3	$4K	Buy	+380	New	+$6.47K	﹤0.01%	3757
2015 Q2	–	Sell	-380	Closed	-$11K	–	3464
2015 Q1	$11K	Hold	380	–	–	﹤0.01%	3160
2014 Q4	$13K	Sell	380 -270	-42%	-$11.7K	﹤0.01%	2979
2014 Q3	$38K	Hold	650	–	–	﹤0.01%	2120
2014 Q2	$45K	Sell	650 -57	-8%	-$3.71K	﹤0.01%	1937
2014 Q1	$46K	Buy	707 +437	+162%	+$24.3K	﹤0.01%	1859
2013 Q4	$14K	Buy	+270	New	+$13.5K	﹤0.01%	2396

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

Creative Planning's UNT Position: Q2 2017 in Review

Creative Planning sold out of UNIT Corporation (UNT) in Q2 2017, closing a stake of 11 shares.

Creative Planning first reported a position in UNT in Q4 2013 and held it in 11 quarters. The position peaked at $46K in Q1 2014. 164 funds tracked by Wall St. Rank hold UNT as of Q2 2017.

Creative Planning reported no remaining UNIT Corporation position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 11 UNIT Corporation shares in Q2 2017.
Creative Planning first reported a position in UNIT Corporation in Q4 2013 and held it in 11 quarters.
Creative Planning's UNIT Corporation position peaked at $46K in Q1 2014.
164 funds tracked by Wall St. Rank held UNIT Corporation as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.