BPBT
UTL icon

Boston Private Bank & Trust’s Unitil UTL Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$1K Hold
25
– – ﹤0.01% 1027
2014
Q4 		$1K Hold
25
– – ﹤0.01% 1109
2014
Q3 		$1K Hold
25
– – ﹤0.01% 1025
2014
Q2 		$1K Sell
25
-705
-97% -$23.4K ﹤0.01% 972
2014
Q1 		$24K Buy
730
+705
+2,820% +$21.9K ﹤0.01% 723
2013
Q4 		$1K Hold
25
– – ﹤0.01% 1033
2013
Q3 		$1K Buy
+25
New +$737 ﹤0.01% 966

Other funds holding UTL

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Private Bank & Trust's UTL Position: Q1 2015 in Review

Boston Private Bank & Trust held its Unitil (UTL) position steady in Q1 2015 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Boston Private Bank & Trust first reported a position in UTL in Q3 2013 and has held it in 7 quarters since. The position peaked at $24K in Q1 2014. 122 funds tracked by Wall St. Rank hold UTL as of Q1 2015.

  • Boston Private Bank & Trust held 25 shares of Unitil worth $1K as of Q1 2015.
  • Boston Private Bank & Trust left its Unitil share count unchanged in Q1 2015.
  • Unitil made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #1027 holding.
  • Boston Private Bank & Trust first reported a position in Unitil in Q3 2013 and has held it in 7 quarters since.
  • Boston Private Bank & Trust's Unitil position peaked at $24K in Q1 2014.
  • 122 funds tracked by Wall St. Rank held Unitil as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.