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Avalon Investment & Advisory’s US Physical Therapy USPH Stock Holding History

Avalon Investment & Advisory’s Portfolio USPH Stock Details USPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-19,206
Closed -$1.2M – 350
2016
Q3 		$1.2M Buy
19,206
+127
+0.7% +$7.83K 0.05% 193
2016
Q2 		$1.15M Buy
+19,079
New +$1.05M 0.04% 179

Other funds holding USPH

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Avalon Investment & Advisory's USPH Position: Q4 2016 in Review

Avalon Investment & Advisory sold out of US Physical Therapy (USPH) in Q4 2016, closing a stake of 19,206 shares — an estimated $1.2M sold.

Avalon Investment & Advisory first reported a position in USPH in Q2 2016 and held it in 2 quarters. The position peaked at $1.2M in Q3 2016. 173 funds tracked by Wall St. Rank hold USPH as of Q4 2016.

  • Avalon Investment & Advisory reported no remaining US Physical Therapy position as of Q4 2016 after selling out during the quarter.
  • Avalon Investment & Advisory sold 19,206 US Physical Therapy shares in Q4 2016, an estimated $1.2M.
  • Avalon Investment & Advisory first reported a position in US Physical Therapy in Q2 2016 and held it in 2 quarters.
  • Avalon Investment & Advisory's US Physical Therapy position peaked at $1.2M in Q3 2016.
  • 173 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2016.

Based on Avalon Investment & Advisory's 13F filing for Q4 2016, filed 14 Feb 2017.