MSFP
UNT

Mark Sheptoff Financial Planning’s UNIT Corporation UNT Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-510
Closed -$14K – 459
2015
Q2 		$14K Hold
510
– – 0.01% 249
2015
Q1 		$14K Hold
510
– – 0.01% 245
2014
Q4 		$17K Hold
510
– – 0.02% 230
2014
Q3 		$30K Hold
510
– – 0.03% 200
2014
Q2 		$35K Hold
510
– – 0.03% 194
2014
Q1 		$33K Buy
+510
New +$28.4K 0.03% 211

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's UNT Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of UNIT Corporation (UNT) in Q3 2015, closing a stake of 510 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in UNT in Q1 2014 and held it in 6 quarters. The position peaked at $35K in Q2 2014. 151 funds tracked by Wall St. Rank hold UNT as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining UNIT Corporation position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 510 UNIT Corporation shares in Q3 2015, an estimated $14K.
  • Mark Sheptoff Financial Planning first reported a position in UNIT Corporation in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's UNIT Corporation position peaked at $35K in Q2 2014.
  • 151 funds tracked by Wall St. Rank held UNIT Corporation as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.