Evercore Wealth Management’s Unitil UTL Stock Holding History

Evercore Wealth 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
2018 Q1	–	Sell	-500	Closed	-$23K	–	765
2017 Q4	$23K	Hold	500	–	–	﹤0.01%	712
2017 Q3	$25K	Hold	500	–	–	﹤0.01%	675
2017 Q2	$24K	Hold	500	–	–	﹤0.01%	692
2017 Q1	$23K	Hold	500	–	–	﹤0.01%	735
2016 Q4	$23K	Hold	500	–	–	﹤0.01%	734
2016 Q3	$20K	Hold	500	–	–	﹤0.01%	771
2016 Q2	$21K	Hold	500	–	–	﹤0.01%	750
2016 Q1	$21K	Hold	500	–	–	﹤0.01%	717
2015 Q4	$18K	Hold	500	–	–	﹤0.01%	783
2015 Q3	$18K	Buy	500 +214	+75%	+$7.56K	﹤0.01%	761
2015 Q2	$9K	Buy	+286	New	+$9.66K	﹤0.01%	934

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAM

Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's UTL Position: Q1 2018 in Review

Evercore Wealth Management sold out of Unitil (UTL) in Q1 2018, closing a stake of 500 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in UTL in Q2 2015 and held it in 11 quarters. The position peaked at $25K in Q3 2017. 143 funds tracked by Wall St. Rank hold UTL as of Q1 2018.

Evercore Wealth Management reported no remaining Unitil position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 500 Unitil shares in Q1 2018, an estimated $23K.
Evercore Wealth Management first reported a position in Unitil in Q2 2015 and held it in 11 quarters.
Evercore Wealth Management's Unitil position peaked at $25K in Q3 2017.
143 funds tracked by Wall St. Rank held Unitil as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.