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Aldebaran Financial’s Unitil UTL Stock Holding History

Aldebaran Financial’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,752
Closed -$297K – 123
2013
Q4 		$297K Buy
+9,752
New +$294K 0.28% 93

Other funds holding UTL

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aldebaran Financial's UTL Position: Q1 2014 in Review

Aldebaran Financial sold out of Unitil (UTL) in Q1 2014, closing a stake of 9,752 shares — an estimated $297K sold.

Aldebaran Financial first reported a position in UTL in Q4 2013 and held it in 1 quarter. The position peaked at $297K in Q4 2013. 105 funds tracked by Wall St. Rank hold UTL as of Q1 2014.

  • Aldebaran Financial reported no remaining Unitil position as of Q1 2014 after selling out during the quarter.
  • Aldebaran Financial sold 9,752 Unitil shares in Q1 2014, an estimated $297K.
  • Aldebaran Financial first reported a position in Unitil in Q4 2013 and held it in 1 quarter.
  • Aldebaran Financial's Unitil position peaked at $297K in Q4 2013.
  • 105 funds tracked by Wall St. Rank held Unitil as of Q1 2014.

Based on Aldebaran Financial's 13F filing for Q1 2014, filed 15 May 2014.