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Salem Investment Counselors’s Unitil UTL Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-750
Closed -$34K – 567
2017
Q4 		$34K Buy
+750
New +$37.6K ﹤0.01% 352

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Salem Investment Counselors's UTL Position: Q1 2018 in Review

Salem Investment Counselors sold out of Unitil (UTL) in Q1 2018, closing a stake of 750 shares — an estimated $34K sold.

Salem Investment Counselors first reported a position in UTL in Q4 2017 and held it in 1 quarter. The position peaked at $34K in Q4 2017. 143 funds tracked by Wall St. Rank hold UTL as of Q1 2018.

  • Salem Investment Counselors reported no remaining Unitil position as of Q1 2018 after selling out during the quarter.
  • Salem Investment Counselors sold 750 Unitil shares in Q1 2018, an estimated $34K.
  • Salem Investment Counselors first reported a position in Unitil in Q4 2017 and held it in 1 quarter.
  • Salem Investment Counselors's Unitil position peaked at $34K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Unitil as of Q1 2018.

Based on Salem Investment Counselors's 13F filing for Q1 2018, filed 15 May 2018.