OI
UNT

Oakbrook Investments’s UNIT Corporation UNT Stock Holding History

Oakbrook Investments’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
-3,886
Closed -$228K – 597
2014
Q3 		$228K Sell
3,886
-400
-9% -$25.7K 0.01% 481
2014
Q2 		$295K Sell
4,286
-200
-4% -$13K 0.01% 486
2014
Q1 		$293K Buy
+4,486
New +$250K 0.01% 492
2013
Q3 		– Sell
-5,836
Closed -$248K – 670
2013
Q2 		$248K Buy
+5,836
New +$256K 0.01% 589

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

Oakbrook Investments's UNT Position: Q4 2014 in Review

Oakbrook Investments sold out of UNIT Corporation (UNT) in Q4 2014, closing a stake of 3,886 shares — an estimated $228K sold.

Oakbrook Investments first reported a position in UNT in Q2 2013 and held it in 4 quarters. The position peaked at $295K in Q2 2014. 219 funds tracked by Wall St. Rank hold UNT as of Q4 2014.

  • Oakbrook Investments reported no remaining UNIT Corporation position as of Q4 2014 after selling out during the quarter.
  • Oakbrook Investments sold 3,886 UNIT Corporation shares in Q4 2014, an estimated $228K.
  • Oakbrook Investments first reported a position in UNIT Corporation in Q2 2013 and held it in 4 quarters.
  • Oakbrook Investments's UNIT Corporation position peaked at $295K in Q2 2014.
  • 219 funds tracked by Wall St. Rank held UNIT Corporation as of Q4 2014.

Based on Oakbrook Investments's 13F filing for Q4 2014, filed 23 Jan 2015.