Hefty Wealth Partners’s Uniti Group UNIT Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-44	Closed	-$1K	–	277
2017 Q4	$1K	Hold	44	–	–	﹤0.01%	248
2017 Q3	$1K	Buy	+44	New	+$929	﹤0.01%	250

Other funds holding UNIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCP

Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hefty Wealth Partners's UNIT Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Uniti Group (UNIT) in Q1 2018, closing a stake of 44 shares — an estimated $1K sold.

Hefty Wealth Partners first reported a position in UNIT in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 336 funds tracked by Wall St. Rank hold UNIT as of Q1 2018.

Hefty Wealth Partners reported no remaining Uniti Group position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 44 Uniti Group shares in Q1 2018, an estimated $1K.
Hefty Wealth Partners first reported a position in Uniti Group in Q3 2017 and held it in 2 quarters.
Hefty Wealth Partners's Uniti Group position peaked at $1K in Q4 2017.
336 funds tracked by Wall St. Rank held Uniti Group as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.