Lenox Wealth Advisors’s Unitil UTL Stock Holding History

Lenox Wealth Advisors’s Portfolio UTL Stock Details UTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-39	Closed	-$2K	–	681
2020 Q3	$2K	Buy	+39	New	+$1.64K	﹤0.01%	535

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's UTL Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Unitil (UTL) in Q4 2020, closing a stake of 39 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in UTL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 139 funds tracked by Wall St. Rank hold UTL as of Q4 2020.

Lenox Wealth Advisors reported no remaining Unitil position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 39 Unitil shares in Q4 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Unitil in Q3 2020 and held it in 1 quarter.
Lenox Wealth Advisors's Unitil position peaked at $2K in Q3 2020.
139 funds tracked by Wall St. Rank held Unitil as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.