U
UNT

UBS’s UNIT Corporation UNT Stock Holding History

UBS’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
2013
Q4 		– Sell
-200
Closed -$9K – 10945
2013
Q3 		$9K Sell
200
-400
-67% -$18.4K ﹤0.01% 8948
2013
Q2 		$26K Buy
+600
New +$26.4K ﹤0.01% 7582

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

UBS's UNT Position: Q3 2014 in Review

UBS increased its UNIT Corporation (UNT) stake by 13% in Q3 2014, buying an estimated $495K and bringing the position to 68,807 shares worth $4.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

UBS first reported a position in UNT in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.21M in Q2 2014. 237 funds tracked by Wall St. Rank hold UNT as of Q3 2014.

  • UBS held 68,807 shares of UNIT Corporation worth $4.04M as of Q3 2014.
  • UBS bought 7,694 UNIT Corporation shares in Q3 2014, an estimated $495K.
  • UNIT Corporation made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2234 holding.
  • UBS first reported a position in UNIT Corporation in Q2 2013 and has held it in 6 quarters since.
  • UBS's UNIT Corporation position peaked at $4.21M in Q2 2014.
  • 237 funds tracked by Wall St. Rank held UNIT Corporation as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.