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Avantax Planning Partners’s Universal Health Services UHS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-45
Closed -$6K – 1136
2018
Q3 		$6K Buy
+45
New +$5.52K ﹤0.01% 1055
2018
Q2 		– Sell
-95
Closed -$11K – 1405
2018
Q1 		$11K Buy
+95
New +$11.3K ﹤0.01% 1019

Other funds holding UHS

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's UHS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Universal Health Services (UHS) in Q4 2018, closing a stake of 45 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in UHS in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 431 funds tracked by Wall St. Rank hold UHS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Universal Health Services position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 45 Universal Health Services shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Universal Health Services in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Universal Health Services position peaked at $11K in Q1 2018.
  • 431 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.