Capstone Asset Management’s Universal Technical Institute UTI Stock Holding History

Capstone Asset Management’s Portfolio UTI Stock Details UTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-44,830	Closed	-$80K	–	1650
2016 Q3	$80K	Sell	44,830 -70	-0.2%	-$163	﹤0.01%	1587
2016 Q2	$101K	Sell	44,900 -260	-0.6%	-$887	﹤0.01%	1581
2016 Q1	$195K	Sell	45,160 -170	-0.4%	-$665	0.01%	1500
2015 Q4	$211K	Buy	+45,330	New	+$210K	0.01%	1477
2014 Q4	–	Sell	-10,540	Closed	-$99K	–	1658
2014 Q3	$99K	Buy	10,540 +40	+0.4%	+$452	﹤0.01%	1634
2014 Q2	$127K	Buy	+10,500	New	+$125K	﹤0.01%	1640
2014 Q1	–	Sell	-10,219	Closed	-$142K	–	1811
2013 Q4	$142K	Sell	10,219 -1,264	-11%	-$16.8K	﹤0.01%	1813
2013 Q3	$139K	Buy	11,483 +300	+3%	+$3.42K	﹤0.01%	1915
2013 Q2	$116K	Buy	+11,183	New	+$129K	﹤0.01%	1880

Other funds holding UTI

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return

Capstone Asset Management's UTI Position: Q4 2016 in Review

Capstone Asset Management sold out of Universal Technical Institute (UTI) in Q4 2016, closing a stake of 44,830 shares — an estimated $80K sold.

Capstone Asset Management first reported a position in UTI in Q2 2013 and held it in 9 quarters. The position peaked at $211K in Q4 2015. 57 funds tracked by Wall St. Rank hold UTI as of Q4 2016.

Capstone Asset Management reported no remaining Universal Technical Institute position as of Q4 2016 after selling out during the quarter.
Capstone Asset Management sold 44,830 Universal Technical Institute shares in Q4 2016, an estimated $80K.
Capstone Asset Management first reported a position in Universal Technical Institute in Q2 2013 and held it in 9 quarters.
Capstone Asset Management's Universal Technical Institute position peaked at $211K in Q4 2015.
57 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2016.

Based on Capstone Asset Management's 13F filing for Q4 2016, filed 17 Jan 2017.