EFS
UIL

Essex Financial Services’s UIL HOLDINGS UIL Stock Holding History

Essex Financial Services’s Portfolio UIL Stock Details UIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,205
Closed -$513K – 339
2015
Q3 		$513K Hold
10,205
– – 0.13% 164
2015
Q2 		$468K Hold
10,205
– – 0.12% 188
2015
Q1 		$525K Hold
10,205
– – 0.13% 175
2014
Q4 		$444K Buy
10,205
+504
+5% +$20.5K 0.12% 185
2014
Q3 		$343K Hold
9,701
– – 0.1% 209
2014
Q2 		$376K Sell
9,701
-414
-4% -$15.2K 0.11% 196
2014
Q1 		$372K Hold
10,115
– – 0.12% 187
2013
Q4 		$392K Sell
10,115
-290
-3% -$11K 0.13% 164
2013
Q3 		$387 Sell
10,405
-650
-6% -$25.1K 0.12% 157
2013
Q2 		$423K Buy
+11,055
New +$441K 0.15% 148

Other funds holding UIL

CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Essex Financial Services's UIL Position: Q4 2015 in Review

Essex Financial Services sold out of UIL HOLDINGS (UIL) in Q4 2015, closing a stake of 10,205 shares — an estimated $513K sold.

Essex Financial Services first reported a position in UIL in Q2 2013 and held it in 10 quarters. The position peaked at $525K in Q1 2015. 1 fund tracked by Wall St. Rank holds UIL as of Q4 2015.

  • Essex Financial Services reported no remaining UIL HOLDINGS position as of Q4 2015 after selling out during the quarter.
  • Essex Financial Services sold 10,205 UIL HOLDINGS shares in Q4 2015, an estimated $513K.
  • Essex Financial Services first reported a position in UIL HOLDINGS in Q2 2013 and held it in 10 quarters.
  • Essex Financial Services's UIL HOLDINGS position peaked at $525K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held UIL HOLDINGS as of Q4 2015.

Based on Essex Financial Services's 13F filing for Q4 2015, filed 5 Feb 2016.