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OFI Advisors’s Universal Technical Institute UTI Stock Holding History

OFI Advisors’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 		$161K Buy
45,743
+19,389
+74% +$109K 0.01% 1303
2015
Q2 		$227K Buy
26,354
+5,083
+24% +$45.9K 0.01% 1185
2015
Q1 		$204K Buy
21,271
+2,175
+11% +$20.2K 0.01% 1235
2014
Q4 		$188K Buy
19,096
+2,635
+16% +$27.7K 0.01% 1239
2014
Q3 		$154K Buy
16,461
+1,019
+7% +$11.5K 0.01% 1283
2014
Q2 		$187K Buy
15,442
+2,749
+22% +$32.6K 0.01% 1196
2014
Q1 		$164K Buy
12,693
+2,024
+19% +$26.6K 0.01% 1206
2013
Q4 		$148K Buy
10,669
+16
+0.2% +$213 0.01% 1240
2013
Q3 		$129K Buy
10,653
+1,127
+12% +$12.9K 0.01% 1212
2013
Q2 		$98K Buy
+9,526
New +$110K 0.01% 1274

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

OFI Advisors's UTI Position: Q3 2015 in Review

OFI Advisors increased its Universal Technical Institute (UTI) stake by 74% in Q3 2015, buying an estimated $109K and bringing the position to 45,743 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #1303.

OFI Advisors first reported a position in UTI in Q2 2013 and has held it in 10 quarters since. The position peaked at $227K in Q2 2015. 102 funds tracked by Wall St. Rank hold UTI as of Q3 2015.

  • OFI Advisors held 45,743 shares of Universal Technical Institute worth $161K as of Q3 2015.
  • OFI Advisors bought 19,389 Universal Technical Institute shares in Q3 2015, an estimated $109K.
  • Universal Technical Institute made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1303 holding.
  • OFI Advisors first reported a position in Universal Technical Institute in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's Universal Technical Institute position peaked at $227K in Q2 2015.
  • 102 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.