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Winslow Evans & Crocker’s Unitil UTL Stock Holding History

Winslow Evans & Crocker’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
-76
Closed -$2.61K – 1342
2015
Q1 		$2.61K Hold
76
– – ﹤0.01% 1149
2014
Q4 		$2.75K Hold
76
– – ﹤0.01% 1156
2014
Q3 		$2.33K Sell
76
-299
-80% -$9.66K ﹤0.01% 1255
2014
Q2 		$12.7K Buy
375
+75
+25% +$2.49K ﹤0.01% 792
2014
Q1 		$9.85K Hold
300
– – ﹤0.01% 852
2013
Q4 		$9K Buy
+300
New +$9.04K ﹤0.01% 953

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

Winslow Evans & Crocker's UTL Position: Q2 2015 in Review

Winslow Evans & Crocker sold out of Unitil (UTL) in Q2 2015, closing a stake of 76 shares — an estimated $2.61K sold.

Winslow Evans & Crocker first reported a position in UTL in Q4 2013 and held it in 6 quarters. The position peaked at $12.7K in Q2 2014. 118 funds tracked by Wall St. Rank hold UTL as of Q2 2015.

  • Winslow Evans & Crocker reported no remaining Unitil position as of Q2 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 76 Unitil shares in Q2 2015, an estimated $2.61K.
  • Winslow Evans & Crocker first reported a position in Unitil in Q4 2013 and held it in 6 quarters.
  • Winslow Evans & Crocker's Unitil position peaked at $12.7K in Q2 2014.
  • 118 funds tracked by Wall St. Rank held Unitil as of Q2 2015.

Based on Winslow Evans & Crocker's 13F filing for Q2 2015, filed 23 Jul 2015.