SCG
UNT

Strategic Capital Group’s UNIT Corporation UNT Stock Holding History

Strategic Capital Group’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
Q2 		$1.18M Buy
17,194
+1,381
+9% +$90K 0.37% 77
2014
Q1 		$1.03M Buy
15,813
+7,596
+92% +$423K 0.33% 86
2013
Q4 		$424K Sell
8,217
-6,012
-42% -$300K 0.33% 80
2013
Q3 		$661K Buy
14,229
+3,299
+30% +$151K 0.25% 112
2013
Q2 		$465K Buy
+10,930
New +$480K 0.23% 108

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Strategic Capital Group's UNT Position: Q2 2014 in Review

Strategic Capital Group increased its UNIT Corporation (UNT) stake by 8.7% in Q2 2014, buying an estimated $90K and bringing the position to 17,194 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #77.

Strategic Capital Group first reported a position in UNT in Q2 2013 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold UNT as of Q2 2014.

  • Strategic Capital Group held 17,194 shares of UNIT Corporation worth $1.18M as of Q2 2014.
  • Strategic Capital Group bought 1,381 UNIT Corporation shares in Q2 2014, an estimated $90K.
  • UNIT Corporation made up 0.37% of Strategic Capital Group's portfolio in Q2 2014, its #77 holding.
  • Strategic Capital Group first reported a position in UNIT Corporation in Q2 2013 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held UNIT Corporation as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.