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B. Riley Wealth Management’s Universal Health Services UHS Stock Holding History

B. Riley Wealth Management’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
2014
Q4 		– Sell
-100
Closed -$10K – 1094
2014
Q3 		$10K Buy
+100
New +$10.6K 0.01% 775

Other funds holding UHS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

B. Riley Wealth Management's UHS Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Universal Health Services (UHS) in Q4 2014, closing a stake of 100 shares — an estimated $10K sold.

B. Riley Wealth Management first reported a position in UHS in Q3 2014 and held it in 1 quarter. The position peaked at $10K in Q3 2014. 428 funds tracked by Wall St. Rank hold UHS as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Universal Health Services position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 100 Universal Health Services shares in Q4 2014, an estimated $10K.
  • B. Riley Wealth Management first reported a position in Universal Health Services in Q3 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's Universal Health Services position peaked at $10K in Q3 2014.
  • 428 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.