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Doyle Wealth Management’s United Therapeutics UTHR Stock Holding History

Doyle Wealth Management’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
2019
Q1 		– Sell
-105
Closed -$11K – 717
2018
Q4 		$11K Buy
+105
New +$12.2K ﹤0.01% 612

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Doyle Wealth Management's UTHR Position: Q1 2019 in Review

Doyle Wealth Management sold out of United Therapeutics (UTHR) in Q1 2019, closing a stake of 105 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in UTHR in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 378 funds tracked by Wall St. Rank hold UTHR as of Q1 2019.

  • Doyle Wealth Management reported no remaining United Therapeutics position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 105 United Therapeutics shares in Q1 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in United Therapeutics in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's United Therapeutics position peaked at $11K in Q4 2018.
  • 378 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.