Wealthspire Advisors (Maryland)’s UNIT Corporation UNT Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-213	Closed	-$3K	–	2415
2019 Q1	$3K	Buy	213 +2	+0.9%	+$32	﹤0.01%	2092
2018 Q4	$3K	Sell	211 -866	-80%	-$18.7K	﹤0.01%	2031
2018 Q3	$28K	Sell	1,077 -513	-32%	-$13.3K	﹤0.01%	1182
2018 Q2	$41K	Buy	1,590 +34	+2%	+$752	﹤0.01%	1059
2018 Q1	$31K	Buy	1,556 +1,488	+2,188%	+$32.4K	﹤0.01%	1156
2017 Q4	$1K	Buy	68 +47	+224%	+$950	﹤0.01%	2391
2017 Q3	$0	Buy	21 +5	+31%	+$89	﹤0.01%	2559
2017 Q2	$0	Hold	16	–	–	﹤0.01%	2328
2017 Q1	$0	Buy	+16	New	+$409	﹤0.01%	2065
2016 Q1	–	Sell	-27	Closed	–	–	1899
2015 Q4	$0	Buy	+27	New	+$398	﹤0.01%	1800

Other funds holding UNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wealthspire Advisors (Maryland) sold out of UNIT Corporation (UNT) in Q2 2019, closing a stake of 213 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in UNT in Q4 2015 and held it in 10 quarters. The position peaked at $41K in Q2 2018. 164 funds tracked by Wall St. Rank hold UNT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining UNIT Corporation position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 213 UNIT Corporation shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in UNIT Corporation in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s UNIT Corporation position peaked at $41K in Q2 2018.
164 funds tracked by Wall St. Rank held UNIT Corporation as of Q2 2019.

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