Capstone Asset Management’s US Physical Therapy USPH Stock Holding History

Capstone Asset Management’s Portfolio USPH Stock Details USPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$246K	Sell	4,073 -330	-7%	-$21.1K	0.01%	1392
2017 Q1	$288K	Sell	4,403 -480	-10%	-$34K	0.01%	1321
2016 Q4	$343K	Sell	4,883 -1,680	-26%	-$107K	0.01%	1217
2016 Q3	$412K	Sell	6,563 -180	-3%	-$11.1K	0.01%	1100
2016 Q2	$406K	Buy	6,743 +760	+13%	+$41.7K	0.01%	1092
2016 Q1	$298K	Buy	5,983 +40	+0.7%	+$1.99K	0.01%	1269
2015 Q4	$319K	Buy	+5,943	New	+$298K	0.01%	1225

Other funds holding USPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Capstone Asset Management's USPH Position: Q2 2017 in Review

Capstone Asset Management reduced its US Physical Therapy (USPH) stake by 7.5% in Q2 2017, selling an estimated $21.1K and leaving 4,073 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1392.

Capstone Asset Management first reported a position in USPH in Q4 2015 and has held it in 7 quarters since. The position peaked at $412K in Q3 2016. 173 funds tracked by Wall St. Rank hold USPH as of Q2 2017.

Capstone Asset Management held 4,073 shares of US Physical Therapy worth $246K as of Q2 2017.
Capstone Asset Management sold 330 US Physical Therapy shares in Q2 2017, an estimated $21.1K.
US Physical Therapy made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1392 holding.
Capstone Asset Management first reported a position in US Physical Therapy in Q4 2015 and has held it in 7 quarters since.
Capstone Asset Management's US Physical Therapy position peaked at $412K in Q3 2016.
173 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.