IAA
UNIT

Independent Advisor Alliance’s Uniti Group UNIT Stock Holding History

Independent Advisor Alliance’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
2019
Q4 		– Sell
-11,044
Closed -$86K – 904
2019
Q3 		$86K Buy
11,044
+201
+2% +$1.67K 0.01% 440
2019
Q2 		$103K Sell
10,843
-300
-3% -$3.28K 0.01% 396
2019
Q1 		$125K Buy
11,143
+5
+0% +$73 0.02% 420
2018
Q4 		$173K Buy
11,138
+597
+6% +$11.2K 0.03% 373
2018
Q3 		$211K Buy
+10,541
New +$209K 0.04% 340

Other funds holding UNIT

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Advisor Alliance's UNIT Position: Q4 2019 in Review

Independent Advisor Alliance sold out of Uniti Group (UNIT) in Q4 2019, closing a stake of 11,044 shares — an estimated $86K sold.

Independent Advisor Alliance first reported a position in UNIT in Q3 2018 and held it in 5 quarters. The position peaked at $211K in Q3 2018. 266 funds tracked by Wall St. Rank hold UNIT as of Q4 2019.

  • Independent Advisor Alliance reported no remaining Uniti Group position as of Q4 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,044 Uniti Group shares in Q4 2019, an estimated $86K.
  • Independent Advisor Alliance first reported a position in Uniti Group in Q3 2018 and held it in 5 quarters.
  • Independent Advisor Alliance's Uniti Group position peaked at $211K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held Uniti Group as of Q4 2019.

Based on Independent Advisor Alliance's 13F filing for Q4 2019, filed 7 Feb 2020.