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Plante Moran Financial Advisors’s Unitil UTL Stock Holding History

Plante Moran Financial 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
2016
Q4 		– Sell
-60
Closed -$2K – 1041
2016
Q3 		$2K Hold
60
– – ﹤0.01% 861
2016
Q2 		$3K Buy
60
+10
+20% +$406 ﹤0.01% 750
2016
Q1 		$2K Buy
+50
New +$1.95K ﹤0.01% 757

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Plante Moran Financial Advisors's UTL Position: Q4 2016 in Review

Plante Moran Financial Advisors sold out of Unitil (UTL) in Q4 2016, closing a stake of 60 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in UTL in Q1 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 121 funds tracked by Wall St. Rank hold UTL as of Q4 2016.

  • Plante Moran Financial Advisors reported no remaining Unitil position as of Q4 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 60 Unitil shares in Q4 2016, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Unitil in Q1 2016 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Unitil position peaked at $3K in Q2 2016.
  • 121 funds tracked by Wall St. Rank held Unitil as of Q4 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.