WAM
UNIT

Wealthspire Advisors (Maryland)’s Uniti Group UNIT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-64
Closed -$1K – 1953
2019
Q1 		$1K Sell
64
-317
-83% -$4.64K ﹤0.01% 2399
2018
Q4 		$6K Sell
381
-2
-0.5% -$38 ﹤0.01% 1682
2018
Q3 		$8K Hold
383
– – ﹤0.01% 1627
2018
Q2 		$8K Sell
383
-362
-49% -$7.05K ﹤0.01% 1631
2018
Q1 		$12K Sell
745
-434
-37% -$6.98K ﹤0.01% 1503
2017
Q4 		$21K Buy
1,179
+55
+5% +$907 ﹤0.01% 1312
2017
Q3 		$16K Buy
1,124
+13
+1% +$274 ﹤0.01% 1389
2017
Q2 		$28K Buy
1,111
+75
+7% +$1.94K ﹤0.01% 1151
2017
Q1 		$27K Buy
1,036
+392
+61% +$10.4K ﹤0.01% 986
2016
Q4 		$16K Hold
644
– – ﹤0.01% 1090
2016
Q3 		$20K Hold
644
– – ﹤0.01% 1059
2016
Q2 		$19K Sell
644
-85
-12% -$2.11K ﹤0.01% 1015
2016
Q1 		$16K Buy
729
+33
+5% +$638 ﹤0.01% 1051
2015
Q4 		$13K Buy
+696
New +$13.4K ﹤0.01% 1123

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Wealthspire Advisors (Maryland)'s UNIT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Uniti Group (UNIT) in Q2 2019, closing a stake of 64 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in UNIT in Q4 2015 and held it in 14 quarters. The position peaked at $28K in Q2 2017. 293 funds tracked by Wall St. Rank hold UNIT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Uniti Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 64 Uniti Group shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Uniti Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Uniti Group position peaked at $28K in Q2 2017.
  • 293 funds tracked by Wall St. Rank held Uniti Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.