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Crow Point Partners’s Unitil UTL Stock Holding History

Crow Point Partners’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
2014
Q3 		– Sell
-100,000
Closed -$3.28M – 270
2014
Q2 		$3.28M Hold
100,000
– – 0.43% 61
2014
Q1 		$3.28M Buy
+100,000
New +$3.1M 0.43% 61

Other funds holding UTL

FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crow Point Partners's UTL Position: Q3 2014 in Review

Crow Point Partners sold out of Unitil (UTL) in Q3 2014, closing a stake of 100,000 shares — an estimated $3.28M sold.

Crow Point Partners first reported a position in UTL in Q1 2014 and held it in 2 quarters. The position peaked at $3.28M in Q2 2014. 114 funds tracked by Wall St. Rank hold UTL as of Q3 2014.

  • Crow Point Partners reported no remaining Unitil position as of Q3 2014 after selling out during the quarter.
  • Crow Point Partners sold 100,000 Unitil shares in Q3 2014, an estimated $3.28M.
  • Crow Point Partners first reported a position in Unitil in Q1 2014 and held it in 2 quarters.
  • Crow Point Partners's Unitil position peaked at $3.28M in Q2 2014.
  • 114 funds tracked by Wall St. Rank held Unitil as of Q3 2014.

Based on Crow Point Partners's 13F filing for Q3 2014, filed 20 Nov 2014.