BG
USMD

BlackRock Group’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

BlackRock Group’s Portfolio USMD Stock Details USMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,854
Closed -$22K – 2918
2014
Q2 		$22K Buy
+1,854
New +$22.7K ﹤0.01% 2759

Other funds holding USMD

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BlackRock Group's USMD Position: Q3 2014 in Review

BlackRock Group sold out of USMD HLDGS INC COM STK (DE) (USMD) in Q3 2014, closing a stake of 1,854 shares — an estimated $22K sold.

BlackRock Group first reported a position in USMD in Q2 2014 and held it in 1 quarter. The position peaked at $22K in Q2 2014. 12 funds tracked by Wall St. Rank hold USMD as of Q3 2014.

  • BlackRock Group reported no remaining USMD HLDGS INC COM STK (DE) position as of Q3 2014 after selling out during the quarter.
  • BlackRock Group sold 1,854 USMD HLDGS INC COM STK (DE) shares in Q3 2014, an estimated $22K.
  • BlackRock Group first reported a position in USMD HLDGS INC COM STK (DE) in Q2 2014 and held it in 1 quarter.
  • BlackRock Group's USMD HLDGS INC COM STK (DE) position peaked at $22K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q3 2014.

Based on BlackRock Group's 13F filing for Q3 2014, filed 29 Oct 2014.