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American Portfolios Advisors’s Unitil UTL Stock Holding History

American Portfolios Advisors’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
2020
Q4 		– Sell
-48
Closed -$1.85K – 3106
2020
Q3 		$1.85K Hold
48
– – ﹤0.01% 2640
2020
Q2 		$2.15K Buy
48
+33
+220% +$1.61K ﹤0.01% 2529
2020
Q1 		$785 Buy
+15
New +$889 ﹤0.01% 2601

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Portfolios Advisors's UTL Position: Q4 2020 in Review

American Portfolios Advisors sold out of Unitil (UTL) in Q4 2020, closing a stake of 48 shares — an estimated $1.85K sold.

American Portfolios Advisors first reported a position in UTL in Q1 2020 and held it in 3 quarters. The position peaked at $2.15K in Q2 2020. 139 funds tracked by Wall St. Rank hold UTL as of Q4 2020.

  • American Portfolios Advisors reported no remaining Unitil position as of Q4 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 48 Unitil shares in Q4 2020, an estimated $1.85K.
  • American Portfolios Advisors first reported a position in Unitil in Q1 2020 and held it in 3 quarters.
  • American Portfolios Advisors's Unitil position peaked at $2.15K in Q2 2020.
  • 139 funds tracked by Wall St. Rank held Unitil as of Q4 2020.

Based on American Portfolios Advisors's 13F filing for Q4 2020, filed 22 Mar 2023.