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Shelter Harbor Advisors’s Unitil UTL Stock Holding History

Shelter Harbor Advisors’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
Q2 		– Sell
-100,000
Closed -$4.64M – 31
2018
Q1 		$4.64M Buy
100,000
+55,400
+124% +$2.43M 2.36% 19
2017
Q4 		$2.04M Buy
+44,600
New +$2.24M 2.41% 15

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

Shelter Harbor Advisors's UTL Position: Q2 2018 in Review

Shelter Harbor Advisors sold out of Unitil (UTL) in Q2 2018, closing a stake of 100,000 shares — an estimated $4.64M sold.

Shelter Harbor Advisors first reported a position in UTL in Q4 2017 and held it in 2 quarters. The position peaked at $4.64M in Q1 2018. 149 funds tracked by Wall St. Rank hold UTL as of Q2 2018.

  • Shelter Harbor Advisors reported no remaining Unitil position as of Q2 2018 after selling out during the quarter.
  • Shelter Harbor Advisors sold 100,000 Unitil shares in Q2 2018, an estimated $4.64M.
  • Shelter Harbor Advisors first reported a position in Unitil in Q4 2017 and held it in 2 quarters.
  • Shelter Harbor Advisors's Unitil position peaked at $4.64M in Q1 2018.
  • 149 funds tracked by Wall St. Rank held Unitil as of Q2 2018.

Based on Shelter Harbor Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.