MIS
UTIW

Morningstar Investment Services’s UTI WORLDWIDE INC UTIW Stock Holding History

Morningstar Investment 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
2016
Q1 		– Sell
-14,399
Closed -$101K – 244
2015
Q4 		$101K Sell
14,399
-23,318
-62% -$158K ﹤0.01% 207
2015
Q3 		$173K Buy
37,717
+13,106
+53% +$97.4K 0.01% 206
2015
Q2 		$246K Buy
24,611
+2,727
+12% +$26.3K 0.01% 199
2015
Q1 		$269K Sell
21,884
-3,571
-14% -$44.2K 0.01% 196
2014
Q4 		$307K Sell
25,455
-1,248
-5% -$14K 0.01% 195
2014
Q3 		$284K Buy
26,703
+2,075
+8% +$21K 0.01% 198
2014
Q2 		$255K Buy
24,628
+11,180
+83% +$111K 0.01% 190
2014
Q1 		$142K Buy
13,448
+41
+0.3% +$585 0.01% 195
2013
Q4 		$235K Buy
13,407
+2,514
+23% +$39.6K 0.02% 193
2013
Q3 		$164K Sell
10,893
-54,945
-83% -$890K 0.01% 191
2013
Q2 		$1.08M Buy
+65,838
New +$998K 0.11% 130

Other funds holding UTIW

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morningstar Investment Services's UTIW Position: Q1 2016 in Review

Morningstar Investment Services sold out of UTI WORLDWIDE INC (UTIW) in Q1 2016, closing a stake of 14,399 shares — an estimated $101K sold.

Morningstar Investment Services first reported a position in UTIW in Q2 2013 and held it in 11 quarters. The position peaked at $1.08M in Q2 2013. 1 fund tracked by Wall St. Rank holds UTIW as of Q1 2016.

  • Morningstar Investment Services reported no remaining UTI WORLDWIDE INC position as of Q1 2016 after selling out during the quarter.
  • Morningstar Investment Services sold 14,399 UTI WORLDWIDE INC shares in Q1 2016, an estimated $101K.
  • Morningstar Investment Services first reported a position in UTI WORLDWIDE INC in Q2 2013 and held it in 11 quarters.
  • Morningstar Investment Services's UTI WORLDWIDE INC position peaked at $1.08M in Q2 2013.
  • 1 fund tracked by Wall St. Rank held UTI WORLDWIDE INC as of Q1 2016.

Based on Morningstar Investment Services's 13F filing for Q1 2016, filed 16 May 2016.