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Ladenburg Thalmann Financial Services’s Universal Technical Institute UTI Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$3K Hold
450
– – ﹤0.01% 4986
2019
Q3 		$2K Hold
450
– – ﹤0.01% 5004
2019
Q2 		$2K Hold
450
– – ﹤0.01% 5014
2019
Q1 		$2K Buy
+450
New +$1.59K ﹤0.01% 4973
2015
Q4 		– Sell
-72
Closed – – 4796
2015
Q3 		$0 Sell
72
-26
-27% -$146 ﹤0.01% 4739
2015
Q2 		$1K Hold
98
– – ﹤0.01% 4531
2015
Q1 		$1K Sell
98
-45
-31% -$418 ﹤0.01% 4456
2014
Q4 		$1K Hold
143
– – ﹤0.01% 4245
2014
Q3 		$1K Hold
143
– – ﹤0.01% 3826
2014
Q2 		$2K Buy
143
+49
+52% +$581 ﹤0.01% 3663
2014
Q1 		$1K Buy
94
+45
+92% +$591 ﹤0.01% 3656
2013
Q4 		$1K Buy
+49
New +$651 ﹤0.01% 3640

Other funds holding UTI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UTI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Universal Technical Institute (UTI) position steady in Q4 2019 at 450 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4986.

Ladenburg Thalmann Financial Services first reported a position in UTI in Q4 2013 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold UTI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 450 shares of Universal Technical Institute worth $3K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Universal Technical Institute share count unchanged in Q4 2019.
  • Universal Technical Institute made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4986 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Universal Technical Institute in Q4 2013 and has held it in 12 quarters since.
  • 68 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.