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Integrated Wealth Management (Palm Desert)’s Universal Health Services UHS Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-50
Closed -$6K – 1323
2015
Q4 		$6K Buy
+50
New +$6.11K ﹤0.01% 904

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s UHS Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Universal Health Services (UHS) in Q1 2016, closing a stake of 50 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UHS in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 449 funds tracked by Wall St. Rank hold UHS as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Universal Health Services position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 50 Universal Health Services shares in Q1 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Universal Health Services in Q4 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Universal Health Services position peaked at $6K in Q4 2015.
  • 449 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.