Avantax Advisory Services’s Unitil UTL Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-3,960	Closed	-$207K	–	897
2020 Q1	$207K	Buy	+3,960	New	+$235K	0.01%	710

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Avantax Advisory Services's UTL Position: Q2 2020 in Review

Avantax Advisory Services sold out of Unitil (UTL) in Q2 2020, closing a stake of 3,960 shares — an estimated $207K sold.

Avantax Advisory Services first reported a position in UTL in Q1 2020 and held it in 1 quarter. The position peaked at $207K in Q1 2020. 149 funds tracked by Wall St. Rank hold UTL as of Q2 2020.

Avantax Advisory Services reported no remaining Unitil position as of Q2 2020 after selling out during the quarter.
Avantax Advisory Services sold 3,960 Unitil shares in Q2 2020, an estimated $207K.
Avantax Advisory Services first reported a position in Unitil in Q1 2020 and held it in 1 quarter.
Avantax Advisory Services's Unitil position peaked at $207K in Q1 2020.
149 funds tracked by Wall St. Rank held Unitil as of Q2 2020.

Based on Avantax Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.