Advance Capital I’s Universal Health Services UHS Stock Holding History

Advance Capital I’s Portfolio UHS Stock Details UHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-2,200	Closed	-$295K	–	139
2016 Q2	$295K	Buy	+2,200	New	+$290K	0.31%	101
2014 Q2	–	Sell	-13,700	Closed	-$1.12M	–	222
2014 Q1	$1.12M	Buy	13,700 +5,700	+71%	+$459K	0.59%	103
2013 Q4	$650K	Sell	8,000 -400	-5%	-$32K	0.31%	192
2013 Q3	$630K	Hold	8,400	–	–	0.32%	114
2013 Q2	$562K	Buy	+8,400	New	+$555K	0.28%	139

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advance Capital I's UHS Position: Q3 2016 in Review

Advance Capital I sold out of Universal Health Services (UHS) in Q3 2016, closing a stake of 2,200 shares — an estimated $295K sold.

Advance Capital I first reported a position in UHS in Q2 2013 and held it in 5 quarters. The position peaked at $1.12M in Q1 2014. 420 funds tracked by Wall St. Rank hold UHS as of Q3 2016.

Advance Capital I reported no remaining Universal Health Services position as of Q3 2016 after selling out during the quarter.
Advance Capital I sold 2,200 Universal Health Services shares in Q3 2016, an estimated $295K.
Advance Capital I first reported a position in Universal Health Services in Q2 2013 and held it in 5 quarters.
Advance Capital I's Universal Health Services position peaked at $1.12M in Q1 2014.
420 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2016.

Based on Advance Capital I's 13F filing for Q3 2016, filed 1 Nov 2016.