Lucus Advisors’s UNIT Corporation UNT Stock Holding History

Lucus Advisors’s Portfolio UNT Stock Details UNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-7,971	Closed	-$272K	–	364
2014 Q4	$272K	Buy	+7,971	New	+$345K	0.12%	304

Other funds holding UNT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

NMVA

New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lucus Advisors's UNT Position: Q1 2015 in Review

Lucus Advisors sold out of UNIT Corporation (UNT) in Q1 2015, closing a stake of 7,971 shares — an estimated $272K sold.

Lucus Advisors first reported a position in UNT in Q4 2014 and held it in 1 quarter. The position peaked at $272K in Q4 2014. 176 funds tracked by Wall St. Rank hold UNT as of Q1 2015.

Lucus Advisors reported no remaining UNIT Corporation position as of Q1 2015 after selling out during the quarter.
Lucus Advisors sold 7,971 UNIT Corporation shares in Q1 2015, an estimated $272K.
Lucus Advisors first reported a position in UNIT Corporation in Q4 2014 and held it in 1 quarter.
Lucus Advisors's UNIT Corporation position peaked at $272K in Q4 2014.
176 funds tracked by Wall St. Rank held UNIT Corporation as of Q1 2015.

Based on Lucus Advisors's 13F filing for Q1 2015, filed 12 May 2015.