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Evercore Wealth Management’s United Therapeutics UTHR Stock Holding History

Evercore 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
2017
Q4 		– Sell
-500
Closed -$59K – 930
2017
Q3 		$59K Hold
500
– – ﹤0.01% 554
2017
Q2 		$65K Hold
500
– – ﹤0.01% 542
2017
Q1 		$68K Hold
500
– – ﹤0.01% 548
2016
Q4 		$72K Buy
+500
New +$63.8K ﹤0.01% 541
2016
Q2 		– Sell
-59
Closed -$7K – 1044
2016
Q1 		$7K Buy
+59
New +$7.47K ﹤0.01% 835
2014
Q1 		– Sell
-250
Closed -$28K – 922
2013
Q4 		$28K Sell
250
-28,525
-99% -$2.57M ﹤0.01% 638
2013
Q3 		$2.27M Buy
28,775
+13,385
+87% +$978K 0.13% 153
2013
Q2 		$1.01M Buy
+15,390
New +$991K 0.06% 211

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's UTHR Position: Q4 2017 in Review

Evercore Wealth Management sold out of United Therapeutics (UTHR) in Q4 2017, closing a stake of 500 shares — an estimated $59K sold.

Evercore Wealth Management first reported a position in UTHR in Q2 2013 and held it in 8 quarters. The position peaked at $2.27M in Q3 2013. 400 funds tracked by Wall St. Rank hold UTHR as of Q4 2017.

  • Evercore Wealth Management reported no remaining United Therapeutics position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 500 United Therapeutics shares in Q4 2017, an estimated $59K.
  • Evercore Wealth Management first reported a position in United Therapeutics in Q2 2013 and held it in 8 quarters.
  • Evercore Wealth Management's United Therapeutics position peaked at $2.27M in Q3 2013.
  • 400 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.