Envestnet Asset Management
UNT

Envestnet Asset Management’s UNIT Corporation UNT Stock Holding History

Envestnet Asset Management’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
2020
Q1 		– Sell
-10,642
Closed -$7K – 3213
2019
Q4 		$7K Buy
10,642
+313
+3% +$499 ﹤0.01% 3068
2019
Q3 		$35K Sell
10,329
-704
-6% -$3.46K ﹤0.01% 2999
2019
Q2 		$98K Sell
11,033
-197
-2% -$2.29K ﹤0.01% 2959
2019
Q1 		$160K Buy
+11,230
New +$179K ﹤0.01% 2858
2017
Q2 		– Sell
-19
Closed – – 3172
2017
Q1 		$0 Buy
19
+10
+111% +$256 ﹤0.01% 3201
2016
Q4 		$0 Buy
+9
New +$194 ﹤0.01% 3422
2015
Q4 		– Sell
-1,316
Closed -$15K – 3109
2015
Q3 		$15K Buy
+1,316
New +$22.4K ﹤0.01% 2956
2015
Q1 		– Sell
-103
Closed -$4K – 2525
2014
Q4 		$4K Hold
103
– – ﹤0.01% 2217
2014
Q3 		$6K Hold
103
– – ﹤0.01% 2271
2014
Q2 		$7K Hold
103
– – ﹤0.01% 2193
2014
Q1 		$7K Hold
103
– – ﹤0.01% 2019
2013
Q4 		$5K Buy
+103
New +$5.13K ﹤0.01% 2029

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management's UNT Position: Q1 2020 in Review

Envestnet Asset Management sold out of UNIT Corporation (UNT) in Q1 2020, closing a stake of 10,642 shares — an estimated $7K sold.

Envestnet Asset Management first reported a position in UNT in Q4 2013 and held it in 12 quarters. The position peaked at $160K in Q1 2019. 72 funds tracked by Wall St. Rank hold UNT as of Q1 2020.

  • Envestnet Asset Management reported no remaining UNIT Corporation position as of Q1 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 10,642 UNIT Corporation shares in Q1 2020, an estimated $7K.
  • Envestnet Asset Management first reported a position in UNIT Corporation in Q4 2013 and held it in 12 quarters.
  • Envestnet Asset Management's UNIT Corporation position peaked at $160K in Q1 2019.
  • 72 funds tracked by Wall St. Rank held UNIT Corporation as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.