1IC
UHT

1919 Investment Counsel’s Universal Health Realty Income Trust UHT Stock Holding History

1919 Investment Counsel’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$21K Hold
500
– – ﹤0.01% 804
2014
Q2 		$22K Hold
500
– – ﹤0.01% 802
2014
Q1 		$22K Hold
500
– – ﹤0.01% 789
2013
Q4 		$21K Hold
500
– – ﹤0.01% 793
2013
Q3 		$21K Hold
500
– – ﹤0.01% 792
2013
Q2 		$22K Buy
+500
New +$25.6K ﹤0.01% 774

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1919 Investment Counsel's UHT Position: Q3 2014 in Review

1919 Investment Counsel held its Universal Health Realty Income Trust (UHT) position steady in Q3 2014 at 500 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

1919 Investment Counsel first reported a position in UHT in Q2 2013 and has held it in 6 quarters since. The position peaked at $22K in Q2 2014. 129 funds tracked by Wall St. Rank hold UHT as of Q3 2014.

  • 1919 Investment Counsel held 500 shares of Universal Health Realty Income Trust worth $21K as of Q3 2014.
  • 1919 Investment Counsel left its Universal Health Realty Income Trust share count unchanged in Q3 2014.
  • Universal Health Realty Income Trust made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #804 holding.
  • 1919 Investment Counsel first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 6 quarters since.
  • 1919 Investment Counsel's Universal Health Realty Income Trust position peaked at $22K in Q2 2014.
  • 129 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.