Envestnet Asset Management
UTEK

Envestnet Asset Management’s Ultratech Inc. UTEK Stock Holding History

Envestnet Asset Management’s Portfolio UTEK Stock Details UTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,530
Closed -$75K – 3211
2017
Q1 		$75K Buy
2,530
+93
+4% +$2.58K ﹤0.01% 2291
2016
Q4 		$58K Buy
2,437
+586
+32% +$13.4K ﹤0.01% 2400
2016
Q3 		$43K Buy
1,851
+101
+6% +$2.45K ﹤0.01% 2650
2016
Q2 		$40K Buy
1,750
+73
+4% +$1.59K ﹤0.01% 2817
2016
Q1 		$37K Buy
+1,677
New +$33.1K ﹤0.01% 2828

Other funds holding UTEK

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Envestnet Asset Management's UTEK Position: Q2 2017 in Review

Envestnet Asset Management sold out of Ultratech Inc. (UTEK) in Q2 2017, closing a stake of 2,530 shares — an estimated $75K sold.

Envestnet Asset Management first reported a position in UTEK in Q1 2016 and held it in 5 quarters. The position peaked at $75K in Q1 2017. 1 fund tracked by Wall St. Rank holds UTEK as of Q2 2017.

  • Envestnet Asset Management reported no remaining Ultratech Inc. position as of Q2 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 2,530 Ultratech Inc. shares in Q2 2017, an estimated $75K.
  • Envestnet Asset Management first reported a position in Ultratech Inc. in Q1 2016 and held it in 5 quarters.
  • Envestnet Asset Management's Ultratech Inc. position peaked at $75K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Ultratech Inc. as of Q2 2017.

Based on Envestnet Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.