CFA
UTIW

Carroll Financial Associates’s UTI WORLDWIDE INC UTIW Stock Holding History

Carroll Financial Associates’s Portfolio UTIW Stock Details UTIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-300
Closed -$2K – 1288
2015
Q4 		$2K Hold
300
– – ﹤0.01% 1021
2015
Q3 		$2K Hold
300
– – ﹤0.01% 998
2015
Q2 		$3K Hold
300
– – ﹤0.01% 963
2015
Q1 		$4K Hold
300
– – ﹤0.01% 676
2014
Q4 		$4K Hold
300
– – ﹤0.01% 622
2014
Q3 		$3K Hold
300
– – ﹤0.01% 731
2014
Q2 		$3K Hold
300
– – ﹤0.01% 792
2014
Q1 		$3K Hold
300
– – ﹤0.01% 748
2013
Q4 		$5K Hold
300
– – ﹤0.01% 619
2013
Q3 		$4K Hold
300
– – ﹤0.01% 641
2013
Q2 		$4K Buy
+300
New +$4.55K ﹤0.01% 520

Other funds holding UTIW

Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carroll Financial Associates's UTIW Position: Q1 2016 in Review

Carroll Financial Associates sold out of UTI WORLDWIDE INC (UTIW) in Q1 2016, closing a stake of 300 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in UTIW in Q2 2013 and held it in 11 quarters. The position peaked at $5K in Q4 2013. 1 fund tracked by Wall St. Rank holds UTIW as of Q1 2016.

  • Carroll Financial Associates reported no remaining UTI WORLDWIDE INC position as of Q1 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 300 UTI WORLDWIDE INC shares in Q1 2016, an estimated $2K.
  • Carroll Financial Associates first reported a position in UTI WORLDWIDE INC in Q2 2013 and held it in 11 quarters.
  • Carroll Financial Associates's UTI WORLDWIDE INC position peaked at $5K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held UTI WORLDWIDE INC as of Q1 2016.

Based on Carroll Financial Associates's 13F filing for Q1 2016, filed 20 Apr 2016.