BIG
UHT

Bellwether Investment Group’s Universal Health Realty Income Trust UHT Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-356
Closed -$23K – 940
2016
Q4 		$23K Buy
+356
New +$21.4K 0.02% 417
2016
Q2 		$34K Buy
+598
New +$33K 0.04% 287

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellwether Investment Group's UHT Position: Q1 2017 in Review

Bellwether Investment Group sold out of Universal Health Realty Income Trust (UHT) in Q1 2017, closing a stake of 356 shares — an estimated $23K sold.

Bellwether Investment Group first reported a position in UHT in Q2 2016 and held it in 2 quarters. The position peaked at $34K in Q2 2016. 145 funds tracked by Wall St. Rank hold UHT as of Q1 2017.

  • Bellwether Investment Group reported no remaining Universal Health Realty Income Trust position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 356 Universal Health Realty Income Trust shares in Q1 2017, an estimated $23K.
  • Bellwether Investment Group first reported a position in Universal Health Realty Income Trust in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Universal Health Realty Income Trust position peaked at $34K in Q2 2016.
  • 145 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.