HR
UHT

Howe & Rusling’s Universal Health Realty Income Trust UHT Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-336
Closed -$14K – 925
2014
Q1 		$14K Buy
+336
New +$14.1K ﹤0.01% 514
2013
Q4 		– Sell
-336
Closed -$14K – 882
2013
Q3 		$14K Buy
336
+53
+19% +$2.25K 0.01% 540
2013
Q2 		$12K Buy
+283
New +$14.5K ﹤0.01% 585

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Howe & Rusling's UHT Position: Q2 2014 in Review

Howe & Rusling sold out of Universal Health Realty Income Trust (UHT) in Q2 2014, closing a stake of 336 shares — an estimated $14K sold.

Howe & Rusling first reported a position in UHT in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q1 2014. 131 funds tracked by Wall St. Rank hold UHT as of Q2 2014.

  • Howe & Rusling reported no remaining Universal Health Realty Income Trust position as of Q2 2014 after selling out during the quarter.
  • Howe & Rusling sold 336 Universal Health Realty Income Trust shares in Q2 2014, an estimated $14K.
  • Howe & Rusling first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 3 quarters.
  • Howe & Rusling's Universal Health Realty Income Trust position peaked at $14K in Q1 2014.
  • 131 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2014.

Based on Howe & Rusling's 13F filing for Q2 2014, filed 31 Jul 2014.