EFS
UNIT

Essex Financial Services’s Uniti Group UNIT Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-10,394
Closed -$152K – 295
2017
Q3 		$152K Sell
10,394
-1,280
-11% -$27K 0.04% 271
2017
Q2 		$293K Sell
11,674
-280
-2% -$7.25K 0.06% 274
2017
Q1 		$309K Sell
11,954
-1,340
-10% -$35.7K 0.07% 250
2016
Q4 		$338K Sell
13,294
-400
-3% -$10.8K 0.07% 232
2016
Q3 		$430K Sell
13,694
-200
-1% -$6.14K 0.1% 184
2016
Q2 		$402K Sell
13,894
-800
-5% -$19.8K 0.1% 194
2016
Q1 		$327K Sell
14,694
-440
-3% -$8.51K 0.08% 226
2015
Q4 		$283K Sell
15,134
-1,792
-11% -$34.5K 0.07% 240
2015
Q3 		$303K Sell
16,926
-453
-3% -$9.71K 0.08% 227
2015
Q2 		$430K Buy
+17,379
New +$469K 0.11% 196

Other funds holding UNIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Essex Financial Services's UNIT Position: Q4 2017 in Review

Essex Financial Services sold out of Uniti Group (UNIT) in Q4 2017, closing a stake of 10,394 shares — an estimated $152K sold.

Essex Financial Services first reported a position in UNIT in Q2 2015 and held it in 10 quarters. The position peaked at $430K in Q3 2016. 344 funds tracked by Wall St. Rank hold UNIT as of Q4 2017.

  • Essex Financial Services reported no remaining Uniti Group position as of Q4 2017 after selling out during the quarter.
  • Essex Financial Services sold 10,394 Uniti Group shares in Q4 2017, an estimated $152K.
  • Essex Financial Services first reported a position in Uniti Group in Q2 2015 and held it in 10 quarters.
  • Essex Financial Services's Uniti Group position peaked at $430K in Q3 2016.
  • 344 funds tracked by Wall St. Rank held Uniti Group as of Q4 2017.

Based on Essex Financial Services's 13F filing for Q4 2017, filed 7 Feb 2018.