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Next Financial Group’s Universal Technical Institute UTI Stock Holding History

Next Financial Group’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
2015
Q3 		– Sell
-1,000
Closed -$8K – 1965
2015
Q2 		$8K Buy
+1,000
New +$9.04K ﹤0.01% 1348

Other funds holding UTI

SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Next Financial Group's UTI Position: Q3 2015 in Review

Next Financial Group sold out of Universal Technical Institute (UTI) in Q3 2015, closing a stake of 1,000 shares — an estimated $8K sold.

Next Financial Group first reported a position in UTI in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 102 funds tracked by Wall St. Rank hold UTI as of Q3 2015.

  • Next Financial Group reported no remaining Universal Technical Institute position as of Q3 2015 after selling out during the quarter.
  • Next Financial Group sold 1,000 Universal Technical Institute shares in Q3 2015, an estimated $8K.
  • Next Financial Group first reported a position in Universal Technical Institute in Q2 2015 and held it in 1 quarter.
  • Next Financial Group's Universal Technical Institute position peaked at $8K in Q2 2015.
  • 102 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2015.

Based on Next Financial Group's 13F filing for Q3 2015, filed 20 Oct 2015.