SKK
UNT

Shepherd Kaplan Krochuk’s UNIT Corporation UNT Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q4 		– Sell
-38,604
Closed -$718K – 374
2016
Q3 		$718K Buy
+38,604
New +$595K 0.15% 85

Other funds holding UNT

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Shepherd Kaplan Krochuk's UNT Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of UNIT Corporation (UNT) in Q4 2016, closing a stake of 38,604 shares — an estimated $718K sold.

Shepherd Kaplan Krochuk first reported a position in UNT in Q3 2016 and held it in 1 quarter. The position peaked at $718K in Q3 2016. 181 funds tracked by Wall St. Rank hold UNT as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining UNIT Corporation position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 38,604 UNIT Corporation shares in Q4 2016, an estimated $718K.
  • Shepherd Kaplan Krochuk first reported a position in UNIT Corporation in Q3 2016 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's UNIT Corporation position peaked at $718K in Q3 2016.
  • 181 funds tracked by Wall St. Rank held UNIT Corporation as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.