Advisors Asset Management’s Universal Health Realty Income Trust UHT Stock Holding History

Advisors Asset Management’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
2019 Q2	–	Sell	-1,431	Closed	-$108K	–	1617
2019 Q1	$108K	Sell	1,431 -1,577	-52%	-$112K	﹤0.01%	1503
2018 Q4	$185K	Sell	3,008 -3	-0.1%	-$203	﹤0.01%	1209
2018 Q3	$224K	Sell	3,011 -78	-3%	-$5.49K	﹤0.01%	1223
2018 Q2	$198K	Buy	3,089 +1,901	+160%	+$117K	﹤0.01%	1257
2018 Q1	$66K	Buy	1,188 +1,110	+1,423%	+$69.4K	﹤0.01%	1366
2017 Q4	$6K	Buy	+78	New	+$5.84K	﹤0.01%	1468
2017 Q3	–	Sell	-2,866	Closed	-$228K	–	1555
2017 Q2	$228K	Sell	2,866 -320	-10%	-$23.1K	﹤0.01%	1253
2017 Q1	$205K	Sell	3,186 -67	-2%	-$4.24K	﹤0.01%	1298
2016 Q4	$213K	Sell	3,253 -32	-1%	-$1.92K	﹤0.01%	1365
2016 Q3	$207K	Sell	3,285 -209	-6%	-$12.6K	﹤0.01%	1348
2016 Q2	$200K	Sell	3,494 -206	-6%	-$11.4K	﹤0.01%	1348
2016 Q1	$208K	Buy	3,700 +801	+28%	+$41K	﹤0.01%	1310
2015 Q4	$145K	Buy	2,899 +1,731	+148%	+$86.5K	﹤0.01%	1459
2015 Q3	$55K	Buy	+1,168	New	+$55.6K	﹤0.01%	1679

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisors Asset Management's UHT Position: Q2 2019 in Review

Advisors Asset Management sold out of Universal Health Realty Income Trust (UHT) in Q2 2019, closing a stake of 1,431 shares — an estimated $108K sold.

Advisors Asset Management first reported a position in UHT in Q3 2015 and held it in 14 quarters. The position peaked at $228K in Q2 2017. 154 funds tracked by Wall St. Rank hold UHT as of Q2 2019.

Advisors Asset Management reported no remaining Universal Health Realty Income Trust position as of Q2 2019 after selling out during the quarter.
Advisors Asset Management sold 1,431 Universal Health Realty Income Trust shares in Q2 2019, an estimated $108K.
Advisors Asset Management first reported a position in Universal Health Realty Income Trust in Q3 2015 and held it in 14 quarters.
Advisors Asset Management's Universal Health Realty Income Trust position peaked at $228K in Q2 2017.
154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2019.

Based on Advisors Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.