Joel Isaacson & Co’s Uniti Group UNIT Stock Holding History

Joel Isaacson & Co’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	-441	Closed	-$11K	–	510
2016 Q4	$11K	Hold	441	–	–	﹤0.01%	493
2016 Q3	$14K	Buy	+441	New	+$13.5K	﹤0.01%	512

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Joel Isaacson & Co's UNIT Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Uniti Group (UNIT) in Q1 2017, closing a stake of 441 shares — an estimated $11K sold.

Joel Isaacson & Co first reported a position in UNIT in Q3 2016 and held it in 2 quarters. The position peaked at $14K in Q3 2016. 307 funds tracked by Wall St. Rank hold UNIT as of Q1 2017.

Joel Isaacson & Co reported no remaining Uniti Group position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 441 Uniti Group shares in Q1 2017, an estimated $11K.
Joel Isaacson & Co first reported a position in Uniti Group in Q3 2016 and held it in 2 quarters.
Joel Isaacson & Co's Uniti Group position peaked at $14K in Q3 2016.
307 funds tracked by Wall St. Rank held Uniti Group as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.