EWM
UHT

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

Evercore 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
2015
Q3 		– Sell
-176
Closed -$8K – 1050
2015
Q2 		$8K Buy
+176
New +$8.77K ﹤0.01% 951

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evercore Wealth Management's UHT Position: Q3 2015 in Review

Evercore Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q3 2015, closing a stake of 176 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in UHT in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 142 funds tracked by Wall St. Rank hold UHT as of Q3 2015.

  • Evercore Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 176 Universal Health Realty Income Trust shares in Q3 2015, an estimated $8K.
  • Evercore Wealth Management first reported a position in Universal Health Realty Income Trust in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Universal Health Realty Income Trust position peaked at $8K in Q2 2015.
  • 142 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.