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

TCI 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
Q4 		– Sell
-1,105
Closed -$2K – 1455
2016
Q3 		$2K Buy
1,105
+633
+134% +$1.48K ﹤0.01% 1013
2016
Q2 		$1K Hold
472
– – ﹤0.01% 1167
2016
Q1 		$2K Buy
+472
New +$1.84K ﹤0.01% 978

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return

TCI Wealth Advisors's UTI Position: Q4 2016 in Review

TCI Wealth Advisors sold out of Universal Technical Institute (UTI) in Q4 2016, closing a stake of 1,105 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in UTI in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 57 funds tracked by Wall St. Rank hold UTI as of Q4 2016.

  • TCI Wealth Advisors reported no remaining Universal Technical Institute position as of Q4 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,105 Universal Technical Institute shares in Q4 2016, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Universal Technical Institute in Q1 2016 and held it in 3 quarters.
  • TCI Wealth Advisors's Universal Technical Institute position peaked at $2K in Q3 2016.
  • 57 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2016.

Based on TCI Wealth Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.