CWM
UHT

Cornerstone Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-67,649
Closed -$894K – 1102
2018
Q3 		$894K Buy
+67,649
New +$4.76M 0.01% 743

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Wealth Management's UHT Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q4 2018, closing a stake of 67,649 shares — an estimated $894K sold.

Cornerstone Wealth Management first reported a position in UHT in Q3 2018 and held it in 1 quarter. The position peaked at $894K in Q3 2018. 142 funds tracked by Wall St. Rank hold UHT as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 67,649 Universal Health Realty Income Trust shares in Q4 2018, an estimated $894K.
  • Cornerstone Wealth Management first reported a position in Universal Health Realty Income Trust in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Universal Health Realty Income Trust position peaked at $894K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.