EWM
UNIT

Evercore Wealth Management’s Uniti Group UNIT Stock Holding History

Evercore 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
2016
Q4 		– Sell
-148
Closed -$5K – 1095
2016
Q3 		$5K Buy
+148
New +$4.54K ﹤0.01% 939

Other funds holding UNIT

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evercore Wealth Management's UNIT Position: Q4 2016 in Review

Evercore Wealth Management sold out of Uniti Group (UNIT) in Q4 2016, closing a stake of 148 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in UNIT in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 318 funds tracked by Wall St. Rank hold UNIT as of Q4 2016.

  • Evercore Wealth Management reported no remaining Uniti Group position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 148 Uniti Group shares in Q4 2016, an estimated $5K.
  • Evercore Wealth Management first reported a position in Uniti Group in Q3 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Uniti Group position peaked at $5K in Q3 2016.
  • 318 funds tracked by Wall St. Rank held Uniti Group as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.