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Legacy Financial Advisors’s United Therapeutics UTHR Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-276
Closed -$30K – 1156
2018
Q4 		$30K Sell
276
-581
-68% -$67.4K 0.01% 340
2018
Q3 		$109K Hold
857
– – 0.04% 161
2018
Q2 		$107K Sell
857
-240
-22% -$26.4K 0.04% 162
2018
Q1 		$122K Sell
1,097
-129
-11% -$16.4K 0.05% 150
2017
Q4 		$181K Buy
+1,226
New +$156K 0.07% 121

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's UTHR Position: Q1 2019 in Review

Legacy Financial Advisors sold out of United Therapeutics (UTHR) in Q1 2019, closing a stake of 276 shares — an estimated $30K sold.

Legacy Financial Advisors first reported a position in UTHR in Q4 2017 and held it in 5 quarters. The position peaked at $181K in Q4 2017. 378 funds tracked by Wall St. Rank hold UTHR as of Q1 2019.

  • Legacy Financial Advisors reported no remaining United Therapeutics position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 276 United Therapeutics shares in Q1 2019, an estimated $30K.
  • Legacy Financial Advisors first reported a position in United Therapeutics in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's United Therapeutics position peaked at $181K in Q4 2017.
  • 378 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.