HGWM
UNT

Harvest Group Wealth Management’s UNIT Corporation UNT Stock Holding History

Harvest Group 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
2019
Q4 		– Sell
-419
Closed -$1K – 1098
2019
Q3 		$1K Buy
+419
New +$2.06K ﹤0.01% 997

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's UNT Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of UNIT Corporation (UNT) in Q4 2019, closing a stake of 419 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in UNT in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 105 funds tracked by Wall St. Rank hold UNT as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining UNIT Corporation position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 419 UNIT Corporation shares in Q4 2019, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in UNIT Corporation in Q3 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's UNIT Corporation position peaked at $1K in Q3 2019.
  • 105 funds tracked by Wall St. Rank held UNIT Corporation as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.