CFA
UNIT

CT Financial Advisors’s Uniti Group UNIT Stock Holding History

CT Financial Advisors’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$3.1K Hold
120
– – ﹤0.01% 534
2016
Q4 		$3.05K Hold
120
– – ﹤0.01% 536
2016
Q3 		$3.77K Hold
120
– – ﹤0.01% 519
2016
Q2 		$3.47K Hold
120
– – ﹤0.01% 532
2016
Q1 		$2.67K Hold
120
– – ﹤0.01% 551
2015
Q4 		$2.24K Hold
120
– – ﹤0.01% 560
2015
Q3 		$2.15K Hold
120
– – ﹤0.01% 575
2015
Q2 		$2.97K Buy
+120
New +$3.24K ﹤0.01% 555

Other funds holding UNIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CT Financial Advisors's UNIT Position: Q1 2017 in Review

CT Financial Advisors held its Uniti Group (UNIT) position steady in Q1 2017 at 120 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

CT Financial Advisors first reported a position in UNIT in Q2 2015 and has held it in 8 quarters since. The position peaked at $3.77K in Q3 2016. 307 funds tracked by Wall St. Rank hold UNIT as of Q1 2017.

  • CT Financial Advisors held 120 shares of Uniti Group worth $3.1K as of Q1 2017.
  • CT Financial Advisors left its Uniti Group share count unchanged in Q1 2017.
  • Uniti Group made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #534 holding.
  • CT Financial Advisors first reported a position in Uniti Group in Q2 2015 and has held it in 8 quarters since.
  • CT Financial Advisors's Uniti Group position peaked at $3.77K in Q3 2016.
  • 307 funds tracked by Wall St. Rank held Uniti Group as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.