HIM
UHT

Hillsdale Investment Management’s Universal Health Realty Income Trust UHT Stock Holding History

Hillsdale Investment 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
2014
Q1 		– Sell
-4,100
Closed -$164K – 580
2013
Q4 		$164K Buy
+4,100
New +$173K 0.05% 336
2013
Q3 		– Sell
-1,000
Closed -$43K – 569
2013
Q2 		$43K Buy
+1,000
New +$51.3K 0.01% 440

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hillsdale Investment Management's UHT Position: Q1 2014 in Review

Hillsdale Investment Management sold out of Universal Health Realty Income Trust (UHT) in Q1 2014, closing a stake of 4,100 shares — an estimated $164K sold.

Hillsdale Investment Management first reported a position in UHT in Q2 2013 and held it in 2 quarters. The position peaked at $164K in Q4 2013. 134 funds tracked by Wall St. Rank hold UHT as of Q1 2014.

  • Hillsdale Investment Management reported no remaining Universal Health Realty Income Trust position as of Q1 2014 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,100 Universal Health Realty Income Trust shares in Q1 2014, an estimated $164K.
  • Hillsdale Investment Management first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 2 quarters.
  • Hillsdale Investment Management's Universal Health Realty Income Trust position peaked at $164K in Q4 2013.
  • 134 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2014.

Based on Hillsdale Investment Management's 13F filing for Q1 2014, filed 14 May 2014.