LTFS
UTIW

Ladenburg Thalmann Financial Services’s UTI WORLDWIDE INC UTIW Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio UTIW Stock Details UTIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-772
Closed -$4K – 4922
2015
Q3 		$4K Buy
772
+200
+35% +$1.49K ﹤0.01% 4099
2015
Q2 		$6K Buy
572
+338
+144% +$3.26K ﹤0.01% 4016
2015
Q1 		$3K Sell
234
-72
-24% -$891 ﹤0.01% 4224
2014
Q4 		$4K Sell
306
-28
-8% -$314 ﹤0.01% 3874
2014
Q3 		$4K Hold
334
– – ﹤0.01% 3536
2014
Q2 		$3K Buy
334
+128
+62% +$1.27K ﹤0.01% 3587
2014
Q1 		$2K Buy
206
+100
+94% +$1.43K ﹤0.01% 3581
2013
Q4 		$2K Buy
+106
New +$1.67K ﹤0.01% 3565

Other funds holding UTIW

PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UTIW Position: Q4 2015 in Review

Ladenburg Thalmann Financial Services sold out of UTI WORLDWIDE INC (UTIW) in Q4 2015, closing a stake of 772 shares — an estimated $4K sold.

Ladenburg Thalmann Financial Services first reported a position in UTIW in Q4 2013 and held it in 8 quarters. The position peaked at $6K in Q2 2015. 146 funds tracked by Wall St. Rank hold UTIW as of Q4 2015.

  • Ladenburg Thalmann Financial Services reported no remaining UTI WORLDWIDE INC position as of Q4 2015 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 772 UTI WORLDWIDE INC shares in Q4 2015, an estimated $4K.
  • Ladenburg Thalmann Financial Services first reported a position in UTI WORLDWIDE INC in Q4 2013 and held it in 8 quarters.
  • Ladenburg Thalmann Financial Services's UTI WORLDWIDE INC position peaked at $6K in Q2 2015.
  • 146 funds tracked by Wall St. Rank held UTI WORLDWIDE INC as of Q4 2015.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2015, filed 16 Feb 2016.