OWP
UNT

Obermeyer Wealth Partners’s UNIT Corporation UNT Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-5,000
Closed -$213K – 317
2013
Q2 		$213K Buy
+5,000
New +$220K 0.06% 55

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
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Obermeyer Wealth Partners's UNT Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of UNIT Corporation (UNT) in Q3 2013, closing a stake of 5,000 shares — an estimated $213K sold.

Obermeyer Wealth Partners first reported a position in UNT in Q2 2013 and held it in 1 quarter. The position peaked at $213K in Q2 2013. 197 funds tracked by Wall St. Rank hold UNT as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining UNIT Corporation position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 5,000 UNIT Corporation shares in Q3 2013, an estimated $213K.
  • Obermeyer Wealth Partners first reported a position in UNIT Corporation in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's UNIT Corporation position peaked at $213K in Q2 2013.
  • 197 funds tracked by Wall St. Rank held UNIT Corporation as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.