JP Morgan Private Wealth Advisors’s Universal Technical Institute UTI Stock Holding History

JP Morgan Private Wealth Advisors’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
2015 Q4	–	Sell	-12,900	Closed	-$45K	–	1210
2015 Q3	$45K	Sell	12,900 -700	-5%	-$3.92K	﹤0.01%	1028
2015 Q2	$117K	Hold	13,600	–	–	﹤0.01%	1008
2015 Q1	$131K	Sell	13,600 -500	-4%	-$4.64K	﹤0.01%	1078
2014 Q4	$139K	Sell	14,100 -400	-3%	-$4.21K	﹤0.01%	1034
2014 Q3	$136K	Hold	14,500	–	–	﹤0.01%	1022
2014 Q2	$176K	Buy	14,500 +140	+1%	+$1.66K	﹤0.01%	840
2014 Q1	$186K	Buy	+14,360	New	+$189K	﹤0.01%	820

Other funds holding UTI

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UTI Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of Universal Technical Institute (UTI) in Q4 2015, closing a stake of 12,900 shares — an estimated $45K sold.

JP Morgan Private Wealth Advisors first reported a position in UTI in Q1 2014 and held it in 7 quarters. The position peaked at $186K in Q1 2014. 89 funds tracked by Wall St. Rank hold UTI as of Q4 2015.

JP Morgan Private Wealth Advisors reported no remaining Universal Technical Institute position as of Q4 2015 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 12,900 Universal Technical Institute shares in Q4 2015, an estimated $45K.
JP Morgan Private Wealth Advisors first reported a position in Universal Technical Institute in Q1 2014 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Universal Technical Institute position peaked at $186K in Q1 2014.
89 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.