IRF
UNIT

IBM Retirement Fund’s Uniti Group UNIT Stock Holding History

IBM Retirement Fund’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
2017
Q1 		– Sell
-9,777
Closed -$248K – 720
2016
Q4 		$248K Sell
9,777
-1,829
-16% -$49.3K 0.01% 835
2016
Q3 		$365K Sell
11,606
-730
-6% -$22.4K 0.02% 758
2016
Q2 		$357K Buy
12,336
+147
+1% +$3.65K 0.01% 787
2016
Q1 		$271K Sell
12,189
-15,687
-56% -$303K 0.01% 875
2015
Q4 		$521K Buy
27,876
+2,098
+8% +$40.4K 0.01% 977
2015
Q3 		$461K Sell
25,778
-3,610
-12% -$77.4K 0.01% 880
2015
Q2 		$726K Buy
+29,388
New +$793K 0.01% 883

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IBM Retirement Fund's UNIT Position: Q1 2017 in Review

IBM Retirement Fund sold out of Uniti Group (UNIT) in Q1 2017, closing a stake of 9,777 shares — an estimated $248K sold.

IBM Retirement Fund first reported a position in UNIT in Q2 2015 and held it in 7 quarters. The position peaked at $726K in Q2 2015. 307 funds tracked by Wall St. Rank hold UNIT as of Q1 2017.

  • IBM Retirement Fund reported no remaining Uniti Group position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 9,777 Uniti Group shares in Q1 2017, an estimated $248K.
  • IBM Retirement Fund first reported a position in Uniti Group in Q2 2015 and held it in 7 quarters.
  • IBM Retirement Fund's Uniti Group position peaked at $726K in Q2 2015.
  • 307 funds tracked by Wall St. Rank held Uniti Group as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.