IOOF
UHT

Independent Order of Foresters’s Universal Health Realty Income Trust UHT Stock Holding History

Independent Order of Foresters’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
Q4 		– Sell
-6,487
Closed -$270K – 124
2014
Q3 		$270K Sell
6,487
-6,100
-48% -$264K 0.27% 77
2014
Q2 		$546K Hold
12,587
– – 0.49% 52
2014
Q1 		$532K Hold
12,587
– – 0.49% 50
2013
Q4 		$504K Hold
12,587
– – 0.5% 53
2013
Q3 		$527K Hold
12,587
– – 0.52% 55
2013
Q2 		$542K Buy
+12,587
New +$646K 0.55% 53

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Order of Foresters's UHT Position: Q4 2014 in Review

Independent Order of Foresters sold out of Universal Health Realty Income Trust (UHT) in Q4 2014, closing a stake of 6,487 shares — an estimated $270K sold.

Independent Order of Foresters first reported a position in UHT in Q2 2013 and held it in 6 quarters. The position peaked at $546K in Q2 2014. 140 funds tracked by Wall St. Rank hold UHT as of Q4 2014.

  • Independent Order of Foresters reported no remaining Universal Health Realty Income Trust position as of Q4 2014 after selling out during the quarter.
  • Independent Order of Foresters sold 6,487 Universal Health Realty Income Trust shares in Q4 2014, an estimated $270K.
  • Independent Order of Foresters first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 6 quarters.
  • Independent Order of Foresters's Universal Health Realty Income Trust position peaked at $546K in Q2 2014.
  • 140 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2014.

Based on Independent Order of Foresters's 13F filing for Q4 2014, filed 12 Feb 2015.