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Prestige Wealth Management Group’s Unitil UTL Stock Holding History

Prestige Wealth Management 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
2019
Q1 		– Sell
-75
Closed -$4K – 1112
2018
Q4 		$4K Buy
+75
New +$3.74K ﹤0.01% 674

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ACB
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State Street
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Prestige Wealth Management Group's UTL Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Unitil (UTL) in Q1 2019, closing a stake of 75 shares — an estimated $4K sold.

Prestige Wealth Management Group first reported a position in UTL in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 150 funds tracked by Wall St. Rank hold UTL as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Unitil position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 75 Unitil shares in Q1 2019, an estimated $4K.
  • Prestige Wealth Management Group first reported a position in Unitil in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Unitil position peaked at $4K in Q4 2018.
  • 150 funds tracked by Wall St. Rank held Unitil as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.