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RPg Family Wealth Advisory’s Unitil UTL Stock Holding History

RPg Family Wealth Advisory’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
2020
Q2 		– Sell
-360
Closed -$18.8K – 289
2020
Q1 		$18.8K Buy
+360
New +$21.3K 0.01% 192

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

RPg Family Wealth Advisory's UTL Position: Q2 2020 in Review

RPg Family Wealth Advisory sold out of Unitil (UTL) in Q2 2020, closing a stake of 360 shares — an estimated $18.8K sold.

RPg Family Wealth Advisory first reported a position in UTL in Q1 2020 and held it in 1 quarter. The position peaked at $18.8K in Q1 2020. 149 funds tracked by Wall St. Rank hold UTL as of Q2 2020.

  • RPg Family Wealth Advisory reported no remaining Unitil position as of Q2 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 360 Unitil shares in Q2 2020, an estimated $18.8K.
  • RPg Family Wealth Advisory first reported a position in Unitil in Q1 2020 and held it in 1 quarter.
  • RPg Family Wealth Advisory's Unitil position peaked at $18.8K in Q1 2020.
  • 149 funds tracked by Wall St. Rank held Unitil as of Q2 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2020, filed 10 Aug 2020.