SWP
UTL icon

Stratos Wealth Partners’s Unitil UTL Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-1,400
Closed -$71K – 2423
2018
Q3 		$71K Buy
+1,400
New +$71.4K ﹤0.01% 1294
2018
Q2 		– Sell
-1,400
Closed -$65K – 2506
2018
Q1 		$65K Buy
+1,400
New +$61.4K ﹤0.01% 1438

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

Stratos Wealth Partners's UTL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Unitil (UTL) in Q4 2018, closing a stake of 1,400 shares — an estimated $71K sold.

Stratos Wealth Partners first reported a position in UTL in Q1 2018 and held it in 2 quarters. The position peaked at $71K in Q3 2018. 150 funds tracked by Wall St. Rank hold UTL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Unitil position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,400 Unitil shares in Q4 2018, an estimated $71K.
  • Stratos Wealth Partners first reported a position in Unitil in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Unitil position peaked at $71K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held Unitil as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.