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Guggenheim Capital’s Universal Technical Institute UTI Stock Holding History

Guggenheim Capital’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
2016
Q4 		– Sell
-362,232
Closed -$645K – 2979
2016
Q3 		$645K Buy
362,232
+1,455
+0.4% +$3.39K ﹤0.01% 2285
2016
Q2 		$815K Buy
360,777
+17,647
+5% +$60.2K ﹤0.01% 2175
2016
Q1 		$1.48M Buy
343,130
+53,966
+19% +$211K ﹤0.01% 1790
2015
Q4 		$1.35M Buy
+289,164
New +$1.34M ﹤0.01% 1917

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return

Guggenheim Capital's UTI Position: Q4 2016 in Review

Guggenheim Capital sold out of Universal Technical Institute (UTI) in Q4 2016, closing a stake of 362,232 shares — an estimated $645K sold.

Guggenheim Capital first reported a position in UTI in Q4 2015 and held it in 4 quarters. The position peaked at $1.48M in Q1 2016. 57 funds tracked by Wall St. Rank hold UTI as of Q4 2016.

  • Guggenheim Capital reported no remaining Universal Technical Institute position as of Q4 2016 after selling out during the quarter.
  • Guggenheim Capital sold 362,232 Universal Technical Institute shares in Q4 2016, an estimated $645K.
  • Guggenheim Capital first reported a position in Universal Technical Institute in Q4 2015 and held it in 4 quarters.
  • Guggenheim Capital's Universal Technical Institute position peaked at $1.48M in Q1 2016.
  • 57 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2016.

Based on Guggenheim Capital's 13F filing for Q4 2016, filed 14 Feb 2017.