Loomis, Sayles & Company
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Loomis, Sayles & Company’s Unitil UTL Stock Holding History

Loomis, Sayles & Company’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
2018
Q4 		– Sell
-149
Closed -$8K – 942
2018
Q3 		$8K Hold
149
– – ﹤0.01% 846
2018
Q2 		$8K Hold
149
– – ﹤0.01% 839
2018
Q1 		$7K Hold
149
– – ﹤0.01% 846
2017
Q4 		$7K Buy
149
+69
+86% +$3.46K ﹤0.01% 822
2017
Q3 		$4K Buy
+80
New +$3.98K ﹤0.01% 863
2016
Q2 		– Sell
-94
Closed -$4K – 1129
2016
Q1 		$4K Buy
+94
New +$3.67K ﹤0.01% 960

Other funds holding UTL

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FCM
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

Loomis, Sayles & Company's UTL Position: Q4 2018 in Review

Loomis, Sayles & Company sold out of Unitil (UTL) in Q4 2018, closing a stake of 149 shares — an estimated $8K sold.

Loomis, Sayles & Company first reported a position in UTL in Q1 2016 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 150 funds tracked by Wall St. Rank hold UTL as of Q4 2018.

  • Loomis, Sayles & Company reported no remaining Unitil position as of Q4 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 149 Unitil shares in Q4 2018, an estimated $8K.
  • Loomis, Sayles & Company first reported a position in Unitil in Q1 2016 and held it in 6 quarters.
  • Loomis, Sayles & Company's Unitil position peaked at $8K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held Unitil as of Q4 2018.

Based on Loomis, Sayles & Company's 13F filing for Q4 2018, filed 14 Feb 2019.