MGIA
UNIT

Moneta Group Investment Advisors’s Uniti Group UNIT Stock Holding History

Moneta Group Investment Advisors’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
2018
Q2 		– Sell
-1,426
Closed -$23K – 629
2018
Q1 		$23K Hold
1,426
– – ﹤0.01% 387
2017
Q4 		$25K Buy
+1,426
New +$23.5K ﹤0.01% 307
2015
Q4 		– Sell
-1,426
Closed -$26K – 398
2015
Q3 		$26K Buy
+1,426
New +$30.6K 0.01% 294

Other funds holding UNIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moneta Group Investment Advisors's UNIT Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Uniti Group (UNIT) in Q2 2018, closing a stake of 1,426 shares — an estimated $23K sold.

Moneta Group Investment Advisors first reported a position in UNIT in Q3 2015 and held it in 3 quarters. The position peaked at $26K in Q3 2015. 349 funds tracked by Wall St. Rank hold UNIT as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Uniti Group position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,426 Uniti Group shares in Q2 2018, an estimated $23K.
  • Moneta Group Investment Advisors first reported a position in Uniti Group in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Uniti Group position peaked at $26K in Q3 2015.
  • 349 funds tracked by Wall St. Rank held Uniti Group as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.