Optimum Investment Advisors’s Unitil UTL Stock Holding History

Optimum Investment Advisors’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 Q2	–	Sell	-400	Closed	-$18K	–	982
2021 Q1	$18K	Hold	400	–	–	0.01%	688
2020 Q4	$18K	Hold	400	–	–	0.01%	641
2020 Q3	$15K	Hold	400	–	–	0.01%	647
2020 Q2	$18K	Hold	400	–	–	0.01%	621
2020 Q1	$21K	Hold	400	–	–	0.01%	564
2019 Q4	$25K	Hold	400	–	–	0.01%	639
2019 Q3	$25K	Hold	400	–	–	0.01%	641
2019 Q2	$24K	Hold	400	–	–	0.01%	645
2019 Q1	$22K	Hold	400	–	–	0.01%	672
2018 Q4	$20K	Hold	400	–	–	0.01%	655
2018 Q3	$20K	Hold	400	–	–	0.01%	738
2018 Q2	$20K	Hold	400	–	–	0.01%	739
2018 Q1	$19K	Buy	+400	New	+$17.6K	0.01%	718
2015 Q1	$2K	Buy	+53	New	+$1.87K	﹤0.01%	936

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

Optimum Investment Advisors's UTL Position: Q2 2021 in Review

Optimum Investment Advisors sold out of Unitil (UTL) in Q2 2021, closing a stake of 400 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in UTL in Q1 2015 and held it in 14 quarters. The position peaked at $25K in Q4 2019. 153 funds tracked by Wall St. Rank hold UTL as of Q2 2021.

Optimum Investment Advisors reported no remaining Unitil position as of Q2 2021 after selling out during the quarter.
Optimum Investment Advisors sold 400 Unitil shares in Q2 2021, an estimated $18K.
Optimum Investment Advisors first reported a position in Unitil in Q1 2015 and held it in 14 quarters.
Optimum Investment Advisors's Unitil position peaked at $25K in Q4 2019.
153 funds tracked by Wall St. Rank held Unitil as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.