Morningstar Investment Services’s UTI WORLDWIDE INC UTIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-14,399
| Closed | -$101K | – | 244 |
|
|
2015
Q4 | $101K | Sell |
14,399
-23,318
| -62% | -$164K | ﹤0.01% | 207 |
|
|
2015
Q3 | $173K | Buy |
37,717
+13,106
| +53% | +$60.1K | 0.01% | 206 |
|
|
2015
Q2 | $246K | Buy |
24,611
+2,727
| +12% | +$27.3K | 0.01% | 199 |
|
|
2015
Q1 | $269K | Sell |
21,884
-3,571
| -14% | -$43.9K | 0.01% | 196 |
|
|
2014
Q4 | $307K | Sell |
25,455
-1,248
| -5% | -$15.1K | 0.01% | 195 |
|
|
2014
Q3 | $284K | Buy |
26,703
+2,075
| +8% | +$22.1K | 0.01% | 198 |
|
|
2014
Q2 | $255K | Buy |
24,628
+11,180
| +83% | +$116K | 0.01% | 190 |
|
|
2014
Q1 | $142K | Buy |
13,448
+41
| +0.3% | +$433 | 0.01% | 195 |
|
|
2013
Q4 | $235K | Buy |
13,407
+2,514
| +23% | +$44.1K | 0.02% | 193 |
|
|
2013
Q3 | $164K | Sell |
10,893
-54,945
| -83% | -$827K | 0.01% | 191 |
|
|
2013
Q2 | $1.08M | Buy |
+65,838
| New | +$1.08M | 0.11% | 130 |
|