Juncture Wealth Strategies’s United Therapeutics UTHR Stock Holding History

Juncture Wealth Strategies’s Portfolio UTHR Stock Details UTHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,889	Closed	-$695K	–	88
2016 Q3	$695K	Sell	5,889 -130	-2%	-$15.6K	0.47%	50
2016 Q2	$638K	Sell	6,019 -385	-6%	-$42.9K	0.46%	51
2016 Q1	$714K	Buy	6,404 +200	+3%	+$25.3K	0.53%	49
2015 Q4	$972K	Buy	6,204 +1,719	+38%	+$250K	0.73%	33
2015 Q3	$589K	Buy	4,485 +665	+17%	+$107K	0.48%	55
2015 Q2	$664K	Sell	3,820 -732	-16%	-$132K	0.54%	45
2015 Q1	$785K	Sell	4,552 -7,404	-62%	-$1.13M	0.64%	38
2014 Q4	$1.55M	Buy	+11,956	New	+$1.54M	0.74%	38

Other funds holding UTHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Juncture Wealth Strategies's UTHR Position: Q4 2016 in Review

Juncture Wealth Strategies sold out of United Therapeutics (UTHR) in Q4 2016, closing a stake of 5,889 shares — an estimated $695K sold.

Juncture Wealth Strategies first reported a position in UTHR in Q4 2014 and held it in 8 quarters. The position peaked at $1.55M in Q4 2014. 406 funds tracked by Wall St. Rank hold UTHR as of Q4 2016.

Juncture Wealth Strategies reported no remaining United Therapeutics position as of Q4 2016 after selling out during the quarter.
Juncture Wealth Strategies sold 5,889 United Therapeutics shares in Q4 2016, an estimated $695K.
Juncture Wealth Strategies first reported a position in United Therapeutics in Q4 2014 and held it in 8 quarters.
Juncture Wealth Strategies's United Therapeutics position peaked at $1.55M in Q4 2014.
406 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2016.

Based on Juncture Wealth Strategies's 13F filing for Q4 2016, filed 17 Jan 2017.