SeaCrest Wealth Management’s Unitil UTL Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-467	Closed	-$27K	–	1476
2022 Q2	$27K	Buy	+467	New	+$25.2K	﹤0.01%	1378
2019 Q2	–	Sell	-467	Closed	-$25K	–	1770
2019 Q1	$25K	Sell	467 -233	-33%	-$12.2K	﹤0.01%	1200
2018 Q4	$35K	Hold	700	–	–	0.01%	1030
2018 Q3	$36K	Hold	700	–	–	0.01%	1136
2018 Q2	$36K	Hold	700	–	–	0.01%	1123
2018 Q1	$32K	Hold	700	–	–	0.01%	1151
2017 Q4	$32K	Buy	+700	New	+$35.1K	0.01%	1162

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SeaCrest Wealth Management's UTL Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Unitil (UTL) in Q3 2022, closing a stake of 467 shares — an estimated $27K sold.

SeaCrest Wealth Management first reported a position in UTL in Q4 2017 and held it in 7 quarters. The position peaked at $36K in Q3 2018. 177 funds tracked by Wall St. Rank hold UTL as of Q3 2022.

SeaCrest Wealth Management reported no remaining Unitil position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 467 Unitil shares in Q3 2022, an estimated $27K.
SeaCrest Wealth Management first reported a position in Unitil in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Unitil position peaked at $36K in Q3 2018.
177 funds tracked by Wall St. Rank held Unitil as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.