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Glassman Wealth Services’s Universal Technical Institute UTI Stock Holding History

Glassman Wealth Services’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-11,018
Closed -$38K – 664
2017
Q1 		$38K Buy
+11,018
New +$37.3K 0.03% 186

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Glassman Wealth Services's UTI Position: Q2 2017 in Review

Glassman Wealth Services sold out of Universal Technical Institute (UTI) in Q2 2017, closing a stake of 11,018 shares — an estimated $38K sold.

Glassman Wealth Services first reported a position in UTI in Q1 2017 and held it in 1 quarter. The position peaked at $38K in Q1 2017. 57 funds tracked by Wall St. Rank hold UTI as of Q2 2017.

  • Glassman Wealth Services reported no remaining Universal Technical Institute position as of Q2 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 11,018 Universal Technical Institute shares in Q2 2017, an estimated $38K.
  • Glassman Wealth Services first reported a position in Universal Technical Institute in Q1 2017 and held it in 1 quarter.
  • Glassman Wealth Services's Universal Technical Institute position peaked at $38K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2017.

Based on Glassman Wealth Services's 13F filing for Q2 2017, filed 9 Aug 2017.