D.A. Davidson & Co’s Universal Health Realty Income Trust UHT Stock Holding History

D.A. Davidson & Co’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
2017 Q3	–	Sell	-543	Closed	-$43K	–	1941
2017 Q2	$43K	Buy	543 +100	+23%	+$7.21K	﹤0.01%	1582
2017 Q1	$28K	Hold	443	–	–	﹤0.01%	1735
2016 Q4	$29K	Buy	+443	New	+$26.6K	﹤0.01%	1803
2016 Q3	–	Sell	-443	Closed	-$25K	–	2473
2016 Q2	$25K	Hold	443	–	–	﹤0.01%	1681
2016 Q1	$24K	Sell	443 -100	-18%	-$5.12K	﹤0.01%	1657
2015 Q4	$27K	Sell	543 -82	-13%	-$4.1K	﹤0.01%	1617
2015 Q3	$29K	Hold	625	–	–	﹤0.01%	1571
2015 Q2	$29K	Hold	625	–	–	﹤0.01%	1604
2015 Q1	$35K	Hold	625	–	–	﹤0.01%	1545
2014 Q4	$30K	Buy	625 +443	+243%	+$20.9K	﹤0.01%	1587
2014 Q3	$7K	Hold	182	–	–	﹤0.01%	1889
2014 Q2	$7K	Hold	182	–	–	﹤0.01%	1872
2014 Q1	$7K	Sell	182 -100	-35%	-$4.2K	﹤0.01%	1871
2013 Q4	$11K	Sell	282 -258	-48%	-$10.9K	﹤0.01%	1697
2013 Q3	$22K	Buy	540 +115	+27%	+$4.89K	﹤0.01%	1323
2013 Q2	$18K	Buy	+425	New	+$21.8K	﹤0.01%	1329

Other funds holding UHT

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

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.A. Davidson & Co's UHT Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Universal Health Realty Income Trust (UHT) in Q3 2017, closing a stake of 543 shares — an estimated $43K sold.

D.A. Davidson & Co first reported a position in UHT in Q2 2013 and held it in 16 quarters. The position peaked at $43K in Q2 2017. 146 funds tracked by Wall St. Rank hold UHT as of Q3 2017.

D.A. Davidson & Co reported no remaining Universal Health Realty Income Trust position as of Q3 2017 after selling out during the quarter.
D.A. Davidson & Co sold 543 Universal Health Realty Income Trust shares in Q3 2017, an estimated $43K.
D.A. Davidson & Co first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 16 quarters.
D.A. Davidson & Co's Universal Health Realty Income Trust position peaked at $43K in Q2 2017.
146 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.