GWMIA
UNIT

Global Wealth Management Investment Advisory’s Uniti Group UNIT Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-400
Closed -$4K – 628
2020
Q2 		$4K Buy
+400
New +$3K ﹤0.01% 463
2020
Q1 		– Sell
-150
Closed -$1K – 668
2019
Q4 		$1K Hold
150
– – ﹤0.01% 580
2019
Q3 		$1K Hold
150
– – ﹤0.01% 608
2019
Q2 		$1K Buy
150
+50
+50% +$546 ﹤0.01% 662
2019
Q1 		$1K Hold
100
– – ﹤0.01% 653
2018
Q4 		$2K Buy
+100
New +$1.88K ﹤0.01% 607

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Wealth Management Investment Advisory's UNIT Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Uniti Group (UNIT) in Q3 2020, closing a stake of 400 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in UNIT in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q2 2020. 274 funds tracked by Wall St. Rank hold UNIT as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Uniti Group position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 400 Uniti Group shares in Q3 2020, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Uniti Group in Q4 2018 and held it in 6 quarters.
  • Global Wealth Management Investment Advisory's Uniti Group position peaked at $4K in Q2 2020.
  • 274 funds tracked by Wall St. Rank held Uniti Group as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.