SCM
UNT

Shelton Capital Management’s UNIT Corporation UNT Stock Holding History

Shelton Capital Management’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
-4,812
Closed -$282K – 814
2014
Q3 		$282K Hold
4,812
– – 0.04% 566
2014
Q2 		$331K Hold
4,812
– – 0.05% 520
2014
Q1 		$315K Hold
4,812
– – 0.05% 501
2013
Q4 		$248K Hold
4,812
– – 0.04% 609
2013
Q3 		$224K Hold
4,812
– – 0.04% 594
2013
Q2 		$205K Buy
+4,812
New +$211K 0.04% 598

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

Shelton Capital Management's UNT Position: Q4 2014 in Review

Shelton Capital Management sold out of UNIT Corporation (UNT) in Q4 2014, closing a stake of 4,812 shares — an estimated $282K sold.

Shelton Capital Management first reported a position in UNT in Q2 2013 and held it in 6 quarters. The position peaked at $331K in Q2 2014. 219 funds tracked by Wall St. Rank hold UNT as of Q4 2014.

  • Shelton Capital Management reported no remaining UNIT Corporation position as of Q4 2014 after selling out during the quarter.
  • Shelton Capital Management sold 4,812 UNIT Corporation shares in Q4 2014, an estimated $282K.
  • Shelton Capital Management first reported a position in UNIT Corporation in Q2 2013 and held it in 6 quarters.
  • Shelton Capital Management's UNIT Corporation position peaked at $331K in Q2 2014.
  • 219 funds tracked by Wall St. Rank held UNIT Corporation as of Q4 2014.

Based on Shelton Capital Management's 13F filing for Q4 2014, filed 10 Feb 2015.