MCWS
UNT

McKinley Carter Wealth Services’s UNIT Corporation UNT Stock Holding History

McKinley Carter Wealth Services’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
2014
Q4 		– Sell
-9,005
Closed -$528K – 103
2014
Q3 		$528K Sell
9,005
-506
-5% -$32.6K 0.5% 48
2014
Q2 		$655K Sell
9,511
-523
-5% -$34.1K 0.69% 43
2014
Q1 		$656K Sell
10,034
-9,095
-48% -$506K 0.71% 45
2013
Q4 		$987K Sell
19,129
-16,816
-47% -$838K 0.96% 32
2013
Q3 		$1.67M Sell
35,945
-740
-2% -$33.9K 1.98% 20
2013
Q2 		$1.56M Buy
+36,685
New +$1.61M 2.36% 16

Other funds holding UNT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HA
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
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
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

McKinley Carter Wealth Services's UNT Position: Q4 2014 in Review

McKinley Carter Wealth Services sold out of UNIT Corporation (UNT) in Q4 2014, closing a stake of 9,005 shares — an estimated $528K sold.

McKinley Carter Wealth Services first reported a position in UNT in Q2 2013 and held it in 6 quarters. The position peaked at $1.67M in Q3 2013. 219 funds tracked by Wall St. Rank hold UNT as of Q4 2014.

  • McKinley Carter Wealth Services reported no remaining UNIT Corporation position as of Q4 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 9,005 UNIT Corporation shares in Q4 2014, an estimated $528K.
  • McKinley Carter Wealth Services first reported a position in UNIT Corporation in Q2 2013 and held it in 6 quarters.
  • McKinley Carter Wealth Services's UNIT Corporation position peaked at $1.67M in Q3 2013.
  • 219 funds tracked by Wall St. Rank held UNIT Corporation as of Q4 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2014, filed 5 Feb 2015.