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 $246M AUM 17.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Advisory Research's UTIW Position: Q2 2015 in Review

Advisory Research sold out of UTI WORLDWIDE INC (UTIW) in Q2 2015, closing a stake of 70,400 shares — an estimated $866K sold.

Advisory Research first reported a position in UTIW in Q4 2013 and held it in 3 quarters. The position peaked at $866K in Q1 2015. 142 funds tracked by Wall St. Rank hold UTIW as of Q2 2015.

Advisory Research reported no remaining UTI WORLDWIDE INC position as of Q2 2015 after selling out during the quarter.
Advisory Research sold 70,400 UTI WORLDWIDE INC shares in Q2 2015, an estimated $866K.
Advisory Research first reported a position in UTI WORLDWIDE INC in Q4 2013 and held it in 3 quarters.
Advisory Research's UTI WORLDWIDE INC position peaked at $866K in Q1 2015.
142 funds tracked by Wall St. Rank held UTI WORLDWIDE INC as of Q2 2015.

Based on Advisory Research's 13F filing for Q2 2015, filed 14 Aug 2015.