TFO
UNT

Tarbox Family Office’s UNIT Corporation UNT Stock Holding History

Tarbox Family Office’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
2019
Q4 		– Sell
-248
Closed -$1K – 1216
2019
Q3 		$1K Buy
248
+93
+60% +$458 ﹤0.01% 1070
2019
Q2 		$1K Buy
+155
New +$1.8K ﹤0.01% 1071

Other funds holding UNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tarbox Family Office's UNT Position: Q4 2019 in Review

Tarbox Family Office sold out of UNIT Corporation (UNT) in Q4 2019, closing a stake of 248 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in UNT in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 105 funds tracked by Wall St. Rank hold UNT as of Q4 2019.

  • Tarbox Family Office reported no remaining UNIT Corporation position as of Q4 2019 after selling out during the quarter.
  • Tarbox Family Office sold 248 UNIT Corporation shares in Q4 2019, an estimated $1K.
  • Tarbox Family Office first reported a position in UNIT Corporation in Q2 2019 and held it in 2 quarters.
  • Tarbox Family Office's UNIT Corporation position peaked at $1K in Q3 2019.
  • 105 funds tracked by Wall St. Rank held UNIT Corporation as of Q4 2019.

Based on Tarbox Family Office's 13F filing for Q4 2019, filed 31 Jan 2020.