MSI Financial Services’s Universal Technical Institute UTI Stock Holding History

MSI Financial Services’s Portfolio UTI Stock Details UTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$1K	Hold	300	–	–	﹤0.01%	3715
2016 Q3	$1K	Hold	300	–	–	﹤0.01%	3750
2016 Q2	$1K	Sell	300 -200	-40%	-$682	﹤0.01%	3771
2016 Q1	$2K	Sell	500 -200	-29%	-$782	﹤0.01%	3586
2015 Q4	$3K	Hold	700	–	–	﹤0.01%	3337
2015 Q3	$2K	Buy	700 +100	+17%	+$560	﹤0.01%	2802
2015 Q2	$5K	Buy	600 +300	+100%	+$2.71K	﹤0.01%	2465
2015 Q1	$3K	Buy	+300	New	+$2.79K	﹤0.01%	2636

Other funds holding UTI

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return

MSI Financial Services's UTI Position: Q4 2016 in Review

MSI Financial Services held its Universal Technical Institute (UTI) position steady in Q4 2016 at 300 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3715.

MSI Financial Services first reported a position in UTI in Q1 2015 and has held it in 8 quarters since. The position peaked at $5K in Q2 2015. 57 funds tracked by Wall St. Rank hold UTI as of Q4 2016.

MSI Financial Services held 300 shares of Universal Technical Institute worth $1K as of Q4 2016.
MSI Financial Services left its Universal Technical Institute share count unchanged in Q4 2016.
Universal Technical Institute made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3715 holding.
MSI Financial Services first reported a position in Universal Technical Institute in Q1 2015 and has held it in 8 quarters since.
MSI Financial Services's Universal Technical Institute position peaked at $5K in Q2 2015.
57 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.