CT Financial Advisors’s United Therapeutics UTHR Stock Holding History

CT Financial Advisors’s Portfolio UTHR Stock Details UTHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$669K	Buy	4,940 +884	+22%	+$134K	0.41%	65
2016 Q4	$582K	Buy	4,056 +2,380	+142%	+$304K	0.37%	72
2016 Q3	$198K	Sell	1,676 -2,437	-59%	-$293K	0.12%	147
2016 Q2	$436K	Sell	4,113 -820	-17%	-$91.5K	0.27%	91
2016 Q1	$550K	Sell	4,933 -3,943	-44%	-$499K	0.31%	82
2015 Q4	$1.39M	Sell	8,876 -227	-2%	-$33K	0.8%	36
2015 Q3	$1.19M	Sell	9,103 -63	-0.7%	-$10.1K	0.75%	36
2015 Q2	$1.59M	Sell	9,166 -525	-5%	-$94.4K	0.91%	33
2015 Q1	$1.67M	Sell	9,691 -500	-5%	-$76.2K	0.93%	33
2014 Q4	$1.32M	Buy	+10,191	New	+$1.31M	1%	29
2014 Q1	$1.67M	Buy	+9,691	New	+$991K	0.93%	33

Other funds holding UTHR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

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

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CT Financial Advisors's UTHR Position: Q1 2017 in Review

CT Financial Advisors increased its United Therapeutics (UTHR) stake by 22% in Q1 2017, buying an estimated $134K and bringing the position to 4,940 shares worth $669K. The position accounts for 0.41% of the portfolio, ranked #65.

CT Financial Advisors first reported a position in UTHR in Q1 2014 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2015. 411 funds tracked by Wall St. Rank hold UTHR as of Q1 2017.

CT Financial Advisors held 4,940 shares of United Therapeutics worth $669K as of Q1 2017.
CT Financial Advisors bought 884 United Therapeutics shares in Q1 2017, an estimated $134K.
United Therapeutics made up 0.41% of CT Financial Advisors's portfolio in Q1 2017, its #65 holding.
CT Financial Advisors first reported a position in United Therapeutics in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's United Therapeutics position peaked at $1.67M in Q1 2015.
411 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.