CCWA
UTIW

CLA (CliftonLarsonAllen) Wealth Advisors’s UTI WORLDWIDE INC UTIW Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-540,210
Closed -$3.8M – 118
2015
Q4 		$3.8M Hold
540,210
– – 0.64% 35
2015
Q3 		$2.48M Buy
+540,210
New +$4.01M 0.47% 40

Other funds holding UTIW

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's UTIW Position: Q1 2016 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of UTI WORLDWIDE INC (UTIW) in Q1 2016, closing a stake of 540,210 shares — an estimated $3.8M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in UTIW in Q3 2015 and held it in 2 quarters. The position peaked at $3.8M in Q4 2015. 1 fund tracked by Wall St. Rank holds UTIW as of Q1 2016.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining UTI WORLDWIDE INC position as of Q1 2016 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 540,210 UTI WORLDWIDE INC shares in Q1 2016, an estimated $3.8M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in UTI WORLDWIDE INC in Q3 2015 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's UTI WORLDWIDE INC position peaked at $3.8M in Q4 2015.
  • 1 fund tracked by Wall St. Rank held UTI WORLDWIDE INC as of Q1 2016.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2016, filed 27 Apr 2016.