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UHT

Avantax Planning Partners’s Universal Health Realty Income Trust UHT Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-360
Closed -$27K – 1137
2018
Q3 		$27K Buy
+360
New +$25.3K ﹤0.01% 634

Other funds holding UHT

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Vanguard Group
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Avantax Planning Partners sold out of Universal Health Realty Income Trust (UHT) in Q4 2018, closing a stake of 360 shares — an estimated $27K sold.

Avantax Planning Partners first reported a position in UHT in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 142 funds tracked by Wall St. Rank hold UHT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Universal Health Realty Income Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 360 Universal Health Realty Income Trust shares in Q4 2018, an estimated $27K.
  • Avantax Planning Partners first reported a position in Universal Health Realty Income Trust in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Universal Health Realty Income Trust position peaked at $27K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2018.

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