Heritage Trust’s Ultratech Inc. UTEK Stock Holding History

Heritage Trust’s Portfolio UTEK Stock Details UTEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-500	Closed	-$15K	–	369
2017 Q1	$15K	Buy	+500	New	+$13.9K	0.01%	243

Other funds holding UTEK

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Heritage Trust's UTEK Position: Q2 2017 in Review

Heritage Trust sold out of Ultratech Inc. (UTEK) in Q2 2017, closing a stake of 500 shares — an estimated $15K sold.

Heritage Trust first reported a position in UTEK in Q1 2017 and held it in 1 quarter. The position peaked at $15K in Q1 2017. 1 fund tracked by Wall St. Rank holds UTEK as of Q2 2017.

Heritage Trust reported no remaining Ultratech Inc. position as of Q2 2017 after selling out during the quarter.
Heritage Trust sold 500 Ultratech Inc. shares in Q2 2017, an estimated $15K.
Heritage Trust first reported a position in Ultratech Inc. in Q1 2017 and held it in 1 quarter.
Heritage Trust's Ultratech Inc. position peaked at $15K in Q1 2017.
1 fund tracked by Wall St. Rank held Ultratech Inc. as of Q2 2017.

Based on Heritage Trust's 13F filing for Q2 2017, filed 9 Aug 2017.