SWRP
UNIT

Summit Wealth & Retirement Planning’s Uniti Group UNIT Stock Holding History

Summit Wealth & Retirement Planning’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
2019
Q3 		– Sell
-12,072
Closed -$115K – 131
2019
Q2 		$115K Sell
12,072
-500
-4% -$5.46K 0.07% 130
2019
Q1 		$141K Sell
12,572
-20,784
-62% -$304K 0.08% 129
2018
Q4 		$519K Buy
+33,356
New +$627K 0.39% 61

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Summit Wealth & Retirement Planning's UNIT Position: Q3 2019 in Review

Summit Wealth & Retirement Planning sold out of Uniti Group (UNIT) in Q3 2019, closing a stake of 12,072 shares — an estimated $115K sold.

Summit Wealth & Retirement Planning first reported a position in UNIT in Q4 2018 and held it in 3 quarters. The position peaked at $519K in Q4 2018. 279 funds tracked by Wall St. Rank hold UNIT as of Q3 2019.

  • Summit Wealth & Retirement Planning reported no remaining Uniti Group position as of Q3 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 12,072 Uniti Group shares in Q3 2019, an estimated $115K.
  • Summit Wealth & Retirement Planning first reported a position in Uniti Group in Q4 2018 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Uniti Group position peaked at $519K in Q4 2018.
  • 279 funds tracked by Wall St. Rank held Uniti Group as of Q3 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2019, filed 12 Nov 2019.