LA
UIL

Lynch & Associates’s UIL HOLDINGS UIL Stock Holding History

Lynch & Associates’s Portfolio UIL Stock Details UIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-14,870
Closed -$553K – 99
2013
Q3 		$553K Sell
14,870
-125
-0.8% -$4.84K 0.37% 61
2013
Q2 		$574K Buy
+14,995
New +$598K 0.4% 61

Other funds holding UIL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Lynch & Associates's UIL Position: Q4 2013 in Review

Lynch & Associates sold out of UIL HOLDINGS (UIL) in Q4 2013, closing a stake of 14,870 shares — an estimated $553K sold.

Lynch & Associates first reported a position in UIL in Q2 2013 and held it in 2 quarters. The position peaked at $574K in Q2 2013. 174 funds tracked by Wall St. Rank hold UIL as of Q4 2013.

  • Lynch & Associates reported no remaining UIL HOLDINGS position as of Q4 2013 after selling out during the quarter.
  • Lynch & Associates sold 14,870 UIL HOLDINGS shares in Q4 2013, an estimated $553K.
  • Lynch & Associates first reported a position in UIL HOLDINGS in Q2 2013 and held it in 2 quarters.
  • Lynch & Associates's UIL HOLDINGS position peaked at $574K in Q2 2013.
  • 174 funds tracked by Wall St. Rank held UIL HOLDINGS as of Q4 2013.

Based on Lynch & Associates's 13F filing for Q4 2013, filed 22 Jan 2014.