AWA
UHT

Acorn Wealth Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-290
Closed -$19K – 419
2018
Q2 		$19K Hold
290
– – 0.02% 405
2018
Q1 		$18K Hold
290
– – 0.02% 411
2017
Q4 		$20K Buy
+290
New +$21.7K 0.02% 385

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acorn Wealth Advisors's UHT Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Universal Health Realty Income Trust (UHT) in Q3 2018, closing a stake of 290 shares — an estimated $19K sold.

Acorn Wealth Advisors first reported a position in UHT in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 148 funds tracked by Wall St. Rank hold UHT as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Universal Health Realty Income Trust position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 290 Universal Health Realty Income Trust shares in Q3 2018, an estimated $19K.
  • Acorn Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Universal Health Realty Income Trust position peaked at $20K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.