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Sutton Wealth Advisors’s Universal Technical Institute UTI Stock Holding History

Sutton Wealth Advisors’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,060
Closed -$4.57K – 1066
2016
Q1 		$4.57K Buy
+1,060
New +$4.14K ﹤0.01% 760

Other funds holding UTI

SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sutton Wealth Advisors's UTI Position: Q2 2016 in Review

Sutton Wealth Advisors sold out of Universal Technical Institute (UTI) in Q2 2016, closing a stake of 1,060 shares — an estimated $4.57K sold.

Sutton Wealth Advisors first reported a position in UTI in Q1 2016 and held it in 1 quarter. The position peaked at $4.57K in Q1 2016. 80 funds tracked by Wall St. Rank hold UTI as of Q2 2016.

  • Sutton Wealth Advisors reported no remaining Universal Technical Institute position as of Q2 2016 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,060 Universal Technical Institute shares in Q2 2016, an estimated $4.57K.
  • Sutton Wealth Advisors first reported a position in Universal Technical Institute in Q1 2016 and held it in 1 quarter.
  • Sutton Wealth Advisors's Universal Technical Institute position peaked at $4.57K in Q1 2016.
  • 80 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2016.

Based on Sutton Wealth Advisors's 13F filing for Q2 2016, filed 6 Nov 2023.