AR
UTIW

Advisory Research’s UTI WORLDWIDE INC UTIW Stock Holding History

Advisory Research’s Portfolio UTIW Stock Details UTIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-70,400
Closed -$866K – 350
2015
Q1 		$866K Buy
+70,400
New +$871K 0.01% 255
2014
Q3 		– Sell
-32,300
Closed -$334K – 348
2014
Q2 		$334K Buy
+32,300
New +$320K ﹤0.01% 299
2014
Q1 		– Sell
-23,510
Closed -$413K – 799
2013
Q4 		$413K Buy
+23,510
New +$371K ﹤0.01% 280

Other funds holding UTIW

PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return