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Vantage Investment Advisors’s Unitil UTL Stock Holding History

Vantage Investment 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
-264
Closed -$12K – 827
2018
Q1 		$12K Buy
264
+2
+0.8% +$88 ﹤0.01% 529
2017
Q4 		$12K Buy
262
+2
+0.8% +$100 ﹤0.01% 546
2017
Q3 		$13K Buy
260
+2
+0.8% +$100 ﹤0.01% 517
2017
Q2 		$12K Buy
258
+2
+0.8% +$95 ﹤0.01% 519
2017
Q1 		$12K Buy
256
+2
+0.8% +$90 ﹤0.01% 502
2016
Q4 		$12K Buy
254
+2
+0.8% +$83 ﹤0.01% 481
2016
Q3 		$10K Buy
252
+2
+0.8% +$83 ﹤0.01% 502
2016
Q2 		$11K Buy
250
+2
+0.8% +$81 ﹤0.01% 510
2016
Q1 		$11K Buy
248
+2
+0.8% +$78 ﹤0.01% 510
2015
Q4 		$9K Buy
246
+3
+1% +$108 ﹤0.01% 528
2015
Q3 		$9K Buy
243
+2
+0.8% +$71 0.01% 526
2015
Q2 		$8K Sell
241
-236
-49% -$7.97K ﹤0.01% 536
2015
Q1 		$17K Buy
477
+241
+102% +$8.5K ﹤0.01% 521
2014
Q4 		$9K Buy
236
+2
+0.9% +$70 0.01% 525
2014
Q3 		$7K Buy
234
+3
+1% +$97 ﹤0.01% 542
2014
Q2 		$8K Buy
231
+2
+0.9% +$66 ﹤0.01% 513
2014
Q1 		$8K Buy
229
+2
+0.9% +$62 0.01% 465
2013
Q4 		$7K Buy
+227
New +$6.84K ﹤0.01% 457

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

Vantage Investment Advisors's UTL Position: Q2 2018 in Review

Vantage Investment Advisors sold out of Unitil (UTL) in Q2 2018, closing a stake of 264 shares — an estimated $12K sold.

Vantage Investment Advisors first reported a position in UTL in Q4 2013 and held it in 18 quarters. The position peaked at $17K in Q1 2015. 149 funds tracked by Wall St. Rank hold UTL as of Q2 2018.

  • Vantage Investment Advisors reported no remaining Unitil position as of Q2 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 264 Unitil shares in Q2 2018, an estimated $12K.
  • Vantage Investment Advisors first reported a position in Unitil in Q4 2013 and held it in 18 quarters.
  • Vantage Investment Advisors's Unitil position peaked at $17K in Q1 2015.
  • 149 funds tracked by Wall St. Rank held Unitil as of Q2 2018.

Based on Vantage Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.