RFA
UNIT

Reilly Financial Advisors’s Uniti Group UNIT Stock Holding History

Reilly Financial 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
2021
Q1 		– Sell
-750
Closed -$9K – 1049
2020
Q4 		$9K Buy
+750
New +$7.81K ﹤0.01% 651
2016
Q4 		– Sell
-200
Closed -$6K – 898
2016
Q3 		$6K Buy
+200
New +$6.14K ﹤0.01% 620
2016
Q1 		– Sell
-164
Closed -$3K – 1279
2015
Q4 		$3K Buy
164
+98
+148% +$1.89K ﹤0.01% 1032
2015
Q3 		$1K Hold
66
– – ﹤0.01% 1218
2015
Q2 		$2K Buy
+66
New +$1.78K ﹤0.01% 1233

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Reilly Financial Advisors's UNIT Position: Q1 2021 in Review

Reilly Financial Advisors sold out of Uniti Group (UNIT) in Q1 2021, closing a stake of 750 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in UNIT in Q2 2015 and held it in 5 quarters. The position peaked at $9K in Q4 2020. 283 funds tracked by Wall St. Rank hold UNIT as of Q1 2021.

  • Reilly Financial Advisors reported no remaining Uniti Group position as of Q1 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 750 Uniti Group shares in Q1 2021, an estimated $9K.
  • Reilly Financial Advisors first reported a position in Uniti Group in Q2 2015 and held it in 5 quarters.
  • Reilly Financial Advisors's Uniti Group position peaked at $9K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Uniti Group as of Q1 2021.

Based on Reilly Financial Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.