TIM
UNT

Tortoise Investment Management’s UNIT Corporation UNT Stock Holding History

Tortoise Investment Management’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
Q1 		– Sell
-39
Closed -$2K – 383
2013
Q4 		$2K Hold
39
– – ﹤0.01% 306
2013
Q3 		$2K Hold
39
– – ﹤0.01% 313
2013
Q2 		$2K Buy
+39
New +$1.71K ﹤0.01% 338

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Tortoise Investment Management's UNT Position: Q1 2014 in Review

Tortoise Investment Management sold out of UNIT Corporation (UNT) in Q1 2014, closing a stake of 39 shares — an estimated $2K sold.

Tortoise Investment Management first reported a position in UNT in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 211 funds tracked by Wall St. Rank hold UNT as of Q1 2014.

  • Tortoise Investment Management reported no remaining UNIT Corporation position as of Q1 2014 after selling out during the quarter.
  • Tortoise Investment Management sold 39 UNIT Corporation shares in Q1 2014, an estimated $2K.
  • Tortoise Investment Management first reported a position in UNIT Corporation in Q2 2013 and held it in 3 quarters.
  • Tortoise Investment Management's UNIT Corporation position peaked at $2K in Q4 2013.
  • 211 funds tracked by Wall St. Rank held UNIT Corporation as of Q1 2014.

Based on Tortoise Investment Management's 13F filing for Q1 2014, filed 2 May 2014.