Northwestern Mutual Wealth Management’s Unitil UTL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio UTL Stock Details UTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-58	Closed	-$3K	–	3223
2021 Q2	$3K	Buy	+58	New	+$3.12K	﹤0.01%	2766
2020 Q2	–	Sell	-1,000	Closed	-$52K	–	2700
2020 Q1	$52K	Buy	+1,000	New	+$59.3K	﹤0.01%	1373
2018 Q4	–	Sell	-1,000	Closed	-$51K	–	2666
2018 Q3	$51K	Buy	+1,000	New	+$51K	﹤0.01%	1318
2017 Q1	–	Sell	-25	Closed	-$1K	–	2414
2016 Q4	$1K	Buy	+25	New	+$1.04K	﹤0.01%	2251
2016 Q3	–	Sell	-25	Closed	-$1K	–	1461
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	1985
2016 Q1	$1K	Buy	+25	New	+$976	﹤0.01%	2049

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's UTL Position: Q3 2021 in Review

Northwestern Mutual Wealth Management sold out of Unitil (UTL) in Q3 2021, closing a stake of 58 shares — an estimated $3K sold.

Northwestern Mutual Wealth Management first reported a position in UTL in Q1 2016 and held it in 6 quarters. The position peaked at $52K in Q1 2020. 158 funds tracked by Wall St. Rank hold UTL as of Q3 2021.

Northwestern Mutual Wealth Management reported no remaining Unitil position as of Q3 2021 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 58 Unitil shares in Q3 2021, an estimated $3K.
Northwestern Mutual Wealth Management first reported a position in Unitil in Q1 2016 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Unitil position peaked at $52K in Q1 2020.
158 funds tracked by Wall St. Rank held Unitil as of Q3 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.