PWAG
UNIT

Polaris Wealth Advisory Group’s Uniti Group UNIT Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-174
Closed -$4K – 434
2018
Q3 		$4K Buy
+174
New +$3.44K ﹤0.01% 463

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Polaris Wealth Advisory Group's UNIT Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Uniti Group (UNIT) in Q4 2018, closing a stake of 174 shares — an estimated $4K sold.

Polaris Wealth Advisory Group first reported a position in UNIT in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 328 funds tracked by Wall St. Rank hold UNIT as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Uniti Group position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 174 Uniti Group shares in Q4 2018, an estimated $4K.
  • Polaris Wealth Advisory Group first reported a position in Uniti Group in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Uniti Group position peaked at $4K in Q3 2018.
  • 328 funds tracked by Wall St. Rank held Uniti Group as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.