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Prelude Capital Management’s Unitil UTL Stock Holding History

Prelude Capital 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
2014
Q2 		– Sell
-280
Closed -$9K – 2181
2014
Q1 		$9K Sell
280
-330
-54% -$10.2K ﹤0.01% 1768
2013
Q4 		$19K Sell
610
-1,894
-76% -$57K ﹤0.01% 1349
2013
Q3 		$73K Buy
+2,504
New +$73.9K 0.01% 875

Other funds holding UTL

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prelude Capital Management's UTL Position: Q2 2014 in Review

Prelude Capital Management sold out of Unitil (UTL) in Q2 2014, closing a stake of 280 shares — an estimated $9K sold.

Prelude Capital Management first reported a position in UTL in Q3 2013 and held it in 3 quarters. The position peaked at $73K in Q3 2013. 111 funds tracked by Wall St. Rank hold UTL as of Q2 2014.

  • Prelude Capital Management reported no remaining Unitil position as of Q2 2014 after selling out during the quarter.
  • Prelude Capital Management sold 280 Unitil shares in Q2 2014, an estimated $9K.
  • Prelude Capital Management first reported a position in Unitil in Q3 2013 and held it in 3 quarters.
  • Prelude Capital Management's Unitil position peaked at $73K in Q3 2013.
  • 111 funds tracked by Wall St. Rank held Unitil as of Q2 2014.

Based on Prelude Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.