GSWM
UNT

Golden State Wealth Management’s UNIT Corporation UNT Stock Holding History

Golden State Wealth 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
Q2 		– Sell
-100
Closed – – 1025
2020
Q1 		$0 Buy
+100
New +$38 ﹤0.01% 1032
2019
Q4 		– Sell
-100
Closed – – 1090
2019
Q3 		$0 Sell
100
-400
-80% -$1.97K ﹤0.01% 1171
2019
Q2 		$4K Sell
500
-1,400
-74% -$16.2K ﹤0.01% 922
2019
Q1 		$27K Buy
+1,900
New +$30.2K 0.01% 574

Other funds holding UNT

PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Golden State Wealth Management's UNT Position: Q2 2020 in Review

Golden State Wealth Management sold out of UNIT Corporation (UNT) in Q2 2020, closing a stake of 100 shares.

Golden State Wealth Management first reported a position in UNT in Q1 2019 and held it in 4 quarters. The position peaked at $27K in Q1 2019. 9 funds tracked by Wall St. Rank hold UNT as of Q2 2020.

  • Golden State Wealth Management reported no remaining UNIT Corporation position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 100 UNIT Corporation shares in Q2 2020.
  • Golden State Wealth Management first reported a position in UNIT Corporation in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's UNIT Corporation position peaked at $27K in Q1 2019.
  • 9 funds tracked by Wall St. Rank held UNIT Corporation as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.