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Systematic Financial Management’s Unitil UTL Stock Holding History

Systematic Financial 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
2015
Q2 		– Sell
-64,745
Closed -$2.25M – 734
2015
Q1 		$2.25M Buy
64,745
+880
+1% +$31K 0.02% 542
2014
Q4 		$2.34M Buy
+63,865
New +$2.23M 0.02% 440

Other funds holding UTL

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Systematic Financial Management's UTL Position: Q2 2015 in Review

Systematic Financial Management sold out of Unitil (UTL) in Q2 2015, closing a stake of 64,745 shares — an estimated $2.25M sold.

Systematic Financial Management first reported a position in UTL in Q4 2014 and held it in 2 quarters. The position peaked at $2.34M in Q4 2014. 118 funds tracked by Wall St. Rank hold UTL as of Q2 2015.

  • Systematic Financial Management reported no remaining Unitil position as of Q2 2015 after selling out during the quarter.
  • Systematic Financial Management sold 64,745 Unitil shares in Q2 2015, an estimated $2.25M.
  • Systematic Financial Management first reported a position in Unitil in Q4 2014 and held it in 2 quarters.
  • Systematic Financial Management's Unitil position peaked at $2.34M in Q4 2014.
  • 118 funds tracked by Wall St. Rank held Unitil as of Q2 2015.

Based on Systematic Financial Management's 13F filing for Q2 2015, filed 10 Aug 2015.