EDRH
UNT

Edmond de Rothschild Holding’s UNIT Corporation UNT Stock Holding History

Edmond de Rothschild Holding’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
Q3 		– Sell
-500
Closed -$9K – 874
2017
Q2 		$9K Hold
500
– – ﹤0.01% 768
2017
Q1 		$12K Hold
500
– – ﹤0.01% 771
2016
Q4 		$13K Hold
500
– – ﹤0.01% 749
2016
Q3 		$9K Buy
+500
New +$7.71K ﹤0.01% 791

Other funds holding UNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Edmond de Rothschild Holding's UNT Position: Q3 2017 in Review

Edmond de Rothschild Holding sold out of UNIT Corporation (UNT) in Q3 2017, closing a stake of 500 shares — an estimated $9K sold.

Edmond de Rothschild Holding first reported a position in UNT in Q3 2016 and held it in 4 quarters. The position peaked at $13K in Q4 2016. 165 funds tracked by Wall St. Rank hold UNT as of Q3 2017.

  • Edmond de Rothschild Holding reported no remaining UNIT Corporation position as of Q3 2017 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 500 UNIT Corporation shares in Q3 2017, an estimated $9K.
  • Edmond de Rothschild Holding first reported a position in UNIT Corporation in Q3 2016 and held it in 4 quarters.
  • Edmond de Rothschild Holding's UNIT Corporation position peaked at $13K in Q4 2016.
  • 165 funds tracked by Wall St. Rank held UNIT Corporation as of Q3 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2017, filed 13 Nov 2017.