CAI
UHS icon

Capital Advisors Inc’s Universal Health Services UHS Stock Holding History

Capital Advisors Inc’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
2015
Q1 		– Sell
-3,786
Closed -$421K – 132
2014
Q4 		$421K Hold
3,786
– – 0.08% 92
2014
Q3 		$396K Hold
3,786
– – 0.08% 89
2014
Q2 		$363K Hold
3,786
– – 0.07% 89
2014
Q1 		$311K Hold
3,786
– – 0.07% 90
2013
Q4 		$308K Sell
3,786
-160
-4% -$12.8K 0.07% 96
2013
Q3 		$296K Hold
3,946
– – 0.07% 92
2013
Q2 		$264K Buy
+3,946
New +$261K 0.07% 96

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Advisors Inc's UHS Position: Q1 2015 in Review

Capital Advisors Inc sold out of Universal Health Services (UHS) in Q1 2015, closing a stake of 3,786 shares — an estimated $421K sold.

Capital Advisors Inc first reported a position in UHS in Q2 2013 and held it in 7 quarters. The position peaked at $421K in Q4 2014. 446 funds tracked by Wall St. Rank hold UHS as of Q1 2015.

  • Capital Advisors Inc reported no remaining Universal Health Services position as of Q1 2015 after selling out during the quarter.
  • Capital Advisors Inc sold 3,786 Universal Health Services shares in Q1 2015, an estimated $421K.
  • Capital Advisors Inc first reported a position in Universal Health Services in Q2 2013 and held it in 7 quarters.
  • Capital Advisors Inc's Universal Health Services position peaked at $421K in Q4 2014.
  • 446 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2015.

Based on Capital Advisors Inc's 13F filing for Q1 2015, filed 11 May 2015.