IWMPD
UNIT

Integrated Wealth Management (Palm Desert)’s Uniti Group UNIT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q2 		– Sell
-82
Closed -$2K – 1376
2016
Q1 		$2K Sell
82
-518
-86% -$10K ﹤0.01% 1031
2015
Q4 		$11K Hold
600
– – ﹤0.01% 751
2015
Q3 		$11K Hold
600
– – ﹤0.01% 748
2015
Q2 		$15K Buy
+600
New +$16.2K 0.01% 697

Other funds holding UNIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s UNIT Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Uniti Group (UNIT) in Q2 2016, closing a stake of 82 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UNIT in Q2 2015 and held it in 4 quarters. The position peaked at $15K in Q2 2015. 305 funds tracked by Wall St. Rank hold UNIT as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Uniti Group position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 82 Uniti Group shares in Q2 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Uniti Group in Q2 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Uniti Group position peaked at $15K in Q2 2015.
  • 305 funds tracked by Wall St. Rank held Uniti Group as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.