ZIM
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Zacks Investment Management’s Universal Technical Institute UTI Stock Holding History

Zacks Investment Management’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
2015
Q3 		– Sell
-51,228
Closed -$441K – 671
2015
Q2 		$441K Buy
+51,228
New +$463K 0.01% 458

Other funds holding UTI

SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Zacks Investment Management's UTI Position: Q3 2015 in Review

Zacks Investment Management sold out of Universal Technical Institute (UTI) in Q3 2015, closing a stake of 51,228 shares — an estimated $441K sold.

Zacks Investment Management first reported a position in UTI in Q2 2015 and held it in 1 quarter. The position peaked at $441K in Q2 2015. 102 funds tracked by Wall St. Rank hold UTI as of Q3 2015.

  • Zacks Investment Management reported no remaining Universal Technical Institute position as of Q3 2015 after selling out during the quarter.
  • Zacks Investment Management sold 51,228 Universal Technical Institute shares in Q3 2015, an estimated $441K.
  • Zacks Investment Management first reported a position in Universal Technical Institute in Q2 2015 and held it in 1 quarter.
  • Zacks Investment Management's Universal Technical Institute position peaked at $441K in Q2 2015.
  • 102 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2015.

Based on Zacks Investment Management's 13F filing for Q3 2015, filed 12 Nov 2015.