Coe Capital Management’s US Physical Therapy USPH Stock Holding History

Coe Capital 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
2016 Q4	–	Sell	-5,899	Closed	-$331K	–	155
2016 Q3	$331K	Sell	5,899 -19,000	-76%	-$1.17M	0.11%	185
2016 Q2	$1.5M	Sell	24,899 -12,463	-33%	-$683K	0.52%	65
2016 Q1	$1.86M	Buy	37,362 +23,387	+167%	+$1.16M	0.59%	54
2015 Q4	$750K	Hold	13,975	–	–	0.3%	109
2015 Q3	$627K	Sell	13,975 -5,000	-26%	-$249K	0.23%	121
2015 Q2	$1.04M	Hold	18,975	–	–	0.38%	96
2015 Q1	$901K	Sell	18,975 -535	-3%	-$22.7K	0.36%	91
2014 Q4	$819K	Buy	+19,510	New	+$768K	0.26%	120

Other funds holding USPH

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Coe Capital Management's USPH Position: Q4 2016 in Review

Coe Capital Management sold out of US Physical Therapy (USPH) in Q4 2016, closing a stake of 5,899 shares — an estimated $331K sold.

Coe Capital Management first reported a position in USPH in Q4 2014 and held it in 8 quarters. The position peaked at $1.86M in Q1 2016. 173 funds tracked by Wall St. Rank hold USPH as of Q4 2016.

Coe Capital Management reported no remaining US Physical Therapy position as of Q4 2016 after selling out during the quarter.
Coe Capital Management sold 5,899 US Physical Therapy shares in Q4 2016, an estimated $331K.
Coe Capital Management first reported a position in US Physical Therapy in Q4 2014 and held it in 8 quarters.
Coe Capital Management's US Physical Therapy position peaked at $1.86M in Q1 2016.
173 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2016.

Based on Coe Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.