DWM
UNIT

Doyle Wealth Management’s Uniti Group UNIT Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-220
Closed -$2K – 721
2019
Q2 		$2K Buy
+220
New +$2.4K ﹤0.01% 796
2019
Q1 		– Sell
-220
Closed -$3K – 711
2018
Q4 		$3K Buy
+220
New +$4.14K ﹤0.01% 777

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Doyle Wealth Management's UNIT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Uniti Group (UNIT) in Q3 2019, closing a stake of 220 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in UNIT in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2018. 279 funds tracked by Wall St. Rank hold UNIT as of Q3 2019.

  • Doyle Wealth Management reported no remaining Uniti Group position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 220 Uniti Group shares in Q3 2019, an estimated $2K.
  • Doyle Wealth Management first reported a position in Uniti Group in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Uniti Group position peaked at $3K in Q4 2018.
  • 279 funds tracked by Wall St. Rank held Uniti Group as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.