GWS
UIL

Glassman Wealth Services’s UIL HOLDINGS UIL Stock Holding History

Glassman Wealth 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
-347
Closed -$17K – 454
2015
Q3 		$17K Hold
347
– – 0.02% 246
2015
Q2 		$16K Hold
347
– – 0.01% 258
2015
Q1 		$18K Hold
347
– – 0.01% 240
2014
Q4 		$15K Buy
+347
New +$14.1K 0.01% 296

Other funds holding UIL

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

Glassman Wealth Services's UIL Position: Q4 2015 in Review

Glassman Wealth Services sold out of UIL HOLDINGS (UIL) in Q4 2015, closing a stake of 347 shares — an estimated $17K sold.

Glassman Wealth Services first reported a position in UIL in Q4 2014 and held it in 4 quarters. The position peaked at $18K in Q1 2015. 1 fund tracked by Wall St. Rank holds UIL as of Q4 2015.

  • Glassman Wealth Services reported no remaining UIL HOLDINGS position as of Q4 2015 after selling out during the quarter.
  • Glassman Wealth Services sold 347 UIL HOLDINGS shares in Q4 2015, an estimated $17K.
  • Glassman Wealth Services first reported a position in UIL HOLDINGS in Q4 2014 and held it in 4 quarters.
  • Glassman Wealth Services's UIL HOLDINGS position peaked at $18K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held UIL HOLDINGS as of Q4 2015.

Based on Glassman Wealth Services's 13F filing for Q4 2015, filed 4 Feb 2016.