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BKS Advisors’s United Therapeutics UTHR Stock Holding History

BKS Advisors’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6,400
Closed -$678K – 243
2016
Q2 		$678K Hold
6,400
– – 0.35% 78
2016
Q1 		$713K Buy
+6,400
New +$810K 0.37% 76
2015
Q3 		– Sell
-4,025
Closed -$700K – 163
2015
Q2 		$700K Buy
+4,025
New +$724K 0.33% 65

Other funds holding UTHR

SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BKS Advisors's UTHR Position: Q3 2016 in Review

BKS Advisors sold out of United Therapeutics (UTHR) in Q3 2016, closing a stake of 6,400 shares — an estimated $678K sold.

BKS Advisors first reported a position in UTHR in Q2 2015 and held it in 3 quarters. The position peaked at $713K in Q1 2016. 394 funds tracked by Wall St. Rank hold UTHR as of Q3 2016.

  • BKS Advisors reported no remaining United Therapeutics position as of Q3 2016 after selling out during the quarter.
  • BKS Advisors sold 6,400 United Therapeutics shares in Q3 2016, an estimated $678K.
  • BKS Advisors first reported a position in United Therapeutics in Q2 2015 and held it in 3 quarters.
  • BKS Advisors's United Therapeutics position peaked at $713K in Q1 2016.
  • 394 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2016.

Based on BKS Advisors's 13F filing for Q3 2016, filed 9 Nov 2016.