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Advisor Group’s Universal Technical Institute UTI Stock Holding History

Advisor Group’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$12K Sell
1,500
-1,300
-46% -$7.83K ﹤0.01% 4257
2019
Q3 		$15K Buy
2,800
+800
+40% +$3.54K ﹤0.01% 4132
2019
Q2 		$7K Hold
2,000
– – ﹤0.01% 4553
2019
Q1 		$7K Buy
+2,000
New +$7.08K ﹤0.01% 4546

Other funds holding UTI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Advisor Group's UTI Position: Q4 2019 in Review

Advisor Group reduced its Universal Technical Institute (UTI) stake by 46% in Q4 2019, selling an estimated $7.83K and leaving 1,500 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4257.

Advisor Group first reported a position in UTI in Q1 2019 and has held it in 4 quarters since. The position peaked at $15K in Q3 2019. 68 funds tracked by Wall St. Rank hold UTI as of Q4 2019.

  • Advisor Group held 1,500 shares of Universal Technical Institute worth $12K as of Q4 2019.
  • Advisor Group sold 1,300 Universal Technical Institute shares in Q4 2019, an estimated $7.83K.
  • Universal Technical Institute made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4257 holding.
  • Advisor Group first reported a position in Universal Technical Institute in Q1 2019 and has held it in 4 quarters since.
  • Advisor Group's Universal Technical Institute position peaked at $15K in Q3 2019.
  • 68 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.