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Polaris Wealth Advisory Group’s Unitil UTL Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-57
Closed -$3K – 438
2018
Q3 		$3K Buy
+57
New +$2.91K ﹤0.01% 476
2018
Q2 		– Sell
-57
Closed -$3K – 423
2018
Q1 		$3K Buy
+57
New +$2.5K ﹤0.01% 428

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

Polaris Wealth Advisory Group's UTL Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Unitil (UTL) in Q4 2018, closing a stake of 57 shares — an estimated $3K sold.

Polaris Wealth Advisory Group first reported a position in UTL in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 150 funds tracked by Wall St. Rank hold UTL as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Unitil position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 57 Unitil shares in Q4 2018, an estimated $3K.
  • Polaris Wealth Advisory Group first reported a position in Unitil in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Unitil position peaked at $3K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held Unitil as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.