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BB&T Investment Services’s Unitil UTL Stock Holding History

BB&T Investment 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
2017
Q4 		$35K Sell
753
-359
-32% -$18K 0.01% 644
2017
Q3 		$55K Hold
1,112
– – 0.01% 509
2017
Q2 		$54K Hold
1,112
– – 0.01% 457
2017
Q1 		$51K Sell
1,112
-558
-33% -$25.1K 0.02% 365
2016
Q4 		$76K Buy
+1,670
New +$69.7K 0.06% 233

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

BB&T Investment Services's UTL Position: Q4 2017 in Review

BB&T Investment Services reduced its Unitil (UTL) stake by 32% in Q4 2017, selling an estimated $18K and leaving 753 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #644.

BB&T Investment Services first reported a position in UTL in Q4 2016 and has held it in 5 quarters since. The position peaked at $76K in Q4 2016. 143 funds tracked by Wall St. Rank hold UTL as of Q4 2017.

  • BB&T Investment Services held 753 shares of Unitil worth $35K as of Q4 2017.
  • BB&T Investment Services sold 359 Unitil shares in Q4 2017, an estimated $18K.
  • Unitil made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #644 holding.
  • BB&T Investment Services first reported a position in Unitil in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Unitil position peaked at $76K in Q4 2016.
  • 143 funds tracked by Wall St. Rank held Unitil as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.