WAM
UTEK

Wealthspire Advisors (Maryland)’s Ultratech Inc. UTEK Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio UTEK Stock Details UTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-235
Closed -$5K – 1887
2016
Q1 		$5K Buy
+235
New +$4.64K ﹤0.01% 1366

Other funds holding UTEK

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UTEK Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Ultratech Inc. (UTEK) in Q2 2016, closing a stake of 235 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in UTEK in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 121 funds tracked by Wall St. Rank hold UTEK as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Ultratech Inc. position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 235 Ultratech Inc. shares in Q2 2016, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Ultratech Inc. in Q1 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Ultratech Inc. position peaked at $5K in Q1 2016.
  • 121 funds tracked by Wall St. Rank held Ultratech Inc. as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.