FWM
UHT

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

Filbrandt 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
2020
Q2 		– Sell
-5
Closed -$1K – 459
2020
Q1 		$1K Buy
+5
New +$551 ﹤0.01% 228

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Bank of New York Mellon
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ACM
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Northern Trust
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Geode Capital Management
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Squarepoint
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Filbrandt Wealth Management's UHT Position: Q2 2020 in Review

Filbrandt Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q2 2020, closing a stake of 5 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in UHT in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 172 funds tracked by Wall St. Rank hold UHT as of Q2 2020.

  • Filbrandt Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q2 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 5 Universal Health Realty Income Trust shares in Q2 2020, an estimated $1K.
  • Filbrandt Wealth Management first reported a position in Universal Health Realty Income Trust in Q1 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Universal Health Realty Income Trust position peaked at $1K in Q1 2020.
  • 172 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2020.

Based on Filbrandt Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.