SPIA
UNT

Steward Partners Investment Advisory’s UNIT Corporation UNT Stock Holding History

Steward Partners Investment Advisory’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
2020
Q1 		– Sell
-176
Closed – – 2816
2019
Q4 		$0 Sell
176
-1,801
-91% -$2.87K ﹤0.01% 2843
2019
Q3 		$6K Hold
1,977
– – ﹤0.01% 2220
2019
Q2 		$17K Buy
+1,977
New +$22.9K ﹤0.01% 1774
2018
Q4 		– Sell
-2,305
Closed -$60K – 2480
2018
Q3 		$60K Sell
2,305
-1,555
-40% -$40.4K ﹤0.01% 1128
2018
Q2 		$99K Buy
3,860
+1,110
+40% +$24.5K 0.01% 856
2018
Q1 		$54K Buy
2,750
+950
+53% +$20.7K ﹤0.01% 979
2017
Q4 		$39K Hold
1,800
– – ﹤0.01% 916
2017
Q3 		$37K Buy
+1,800
New +$32.1K ﹤0.01% 777

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's UNT Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of UNIT Corporation (UNT) in Q1 2020, closing a stake of 176 shares.

Steward Partners Investment Advisory first reported a position in UNT in Q3 2017 and held it in 8 quarters. The position peaked at $99K in Q2 2018. 72 funds tracked by Wall St. Rank hold UNT as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining UNIT Corporation position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 176 UNIT Corporation shares in Q1 2020.
  • Steward Partners Investment Advisory first reported a position in UNIT Corporation in Q3 2017 and held it in 8 quarters.
  • Steward Partners Investment Advisory's UNIT Corporation position peaked at $99K in Q2 2018.
  • 72 funds tracked by Wall St. Rank held UNIT Corporation as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.