CFA
UHT

Camarda Financial Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Camarda Financial Advisors’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
Q1 		– Sell
-2,532
Closed -$190K – 197
2017
Q4 		$190K Buy
2,532
+66
+3% +$4.95K 0.23% 71
2017
Q3 		$186K Sell
2,466
-19
-0.8% -$1.47K 0.2% 77
2017
Q2 		$198K Hold
2,485
– – 0.21% 72
2017
Q1 		$160K Sell
2,485
-5,324
-68% -$337K 0.16% 78
2016
Q4 		$512K Buy
7,809
+525
+7% +$31.6K 0.35% 74
2016
Q3 		$459K Buy
7,284
+622
+9% +$37.5K 0.28% 73
2016
Q2 		$381K Buy
6,662
+736
+12% +$40.6K 0.24% 74
2016
Q1 		$333K Buy
5,926
+2,951
+99% +$151K 0.21% 82
2015
Q4 		$149K Buy
2,975
+339
+13% +$16.9K 0.09% 120
2015
Q3 		$124K Sell
2,636
-423
-14% -$20.1K 0.08% 90
2015
Q2 		$142K Sell
3,059
-3,900
-56% -$194K 0.08% 82
2015
Q1 		$391K Buy
6,959
+368
+6% +$19.2K 0.22% 67
2014
Q4 		$317K Buy
+6,591
New +$311K 0.2% 77

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Camarda Financial Advisors's UHT Position: Q1 2018 in Review

Camarda Financial Advisors sold out of Universal Health Realty Income Trust (UHT) in Q1 2018, closing a stake of 2,532 shares — an estimated $190K sold.

Camarda Financial Advisors first reported a position in UHT in Q4 2014 and held it in 13 quarters. The position peaked at $512K in Q4 2016. 146 funds tracked by Wall St. Rank hold UHT as of Q1 2018.

  • Camarda Financial Advisors reported no remaining Universal Health Realty Income Trust position as of Q1 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 2,532 Universal Health Realty Income Trust shares in Q1 2018, an estimated $190K.
  • Camarda Financial Advisors first reported a position in Universal Health Realty Income Trust in Q4 2014 and held it in 13 quarters.
  • Camarda Financial Advisors's Universal Health Realty Income Trust position peaked at $512K in Q4 2016.
  • 146 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2018.

Based on Camarda Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.