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Coldstream Capital Management’s Unitil UTL Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-1,249
Closed -$72.1K – 3250
2025
Q1 		$72.1K Buy
+1,249
New +$68.7K ﹤0.01% 1513

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Coldstream Capital Management's UTL Position: Q2 2025 in Review

Coldstream Capital Management sold out of Unitil (UTL) in Q2 2025, closing a stake of 1,249 shares — an estimated $72.1K sold.

Coldstream Capital Management first reported a position in UTL in Q1 2025 and held it in 1 quarter. The position peaked at $72.1K in Q1 2025. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

  • Coldstream Capital Management reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,249 Unitil shares in Q2 2025, an estimated $72.1K.
  • Coldstream Capital Management first reported a position in Unitil in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Unitil position peaked at $72.1K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.