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JOYN Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

JOYN Advisors’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
2018
Q3 		– Sell
-61
Closed -$4K – 1887
2018
Q2 		$4K Buy
61
+47
+336% +$2.9K ﹤0.01% 1231
2018
Q1 		$1K Buy
+14
New +$875 ﹤0.01% 1236

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JOYN Advisors's UHT Position: Q3 2018 in Review

JOYN Advisors sold out of Universal Health Realty Income Trust (UHT) in Q3 2018, closing a stake of 61 shares — an estimated $4K sold.

JOYN Advisors first reported a position in UHT in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 147 funds tracked by Wall St. Rank hold UHT as of Q3 2018.

  • JOYN Advisors reported no remaining Universal Health Realty Income Trust position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 61 Universal Health Realty Income Trust shares in Q3 2018, an estimated $4K.
  • JOYN Advisors first reported a position in Universal Health Realty Income Trust in Q1 2018 and held it in 2 quarters.
  • JOYN Advisors's Universal Health Realty Income Trust position peaked at $4K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.