LFG
UHT

LifePlan Financial Group’s Universal Health Realty Income Trust UHT Stock Holding History

LifePlan Financial Group’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
2013
Q3 		– Sell
-92
Closed -$4K – 236
2013
Q2 		$4K Buy
+92
New +$4.72K ﹤0.01% 157

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LifePlan Financial Group's UHT Position: Q3 2013 in Review

LifePlan Financial Group sold out of Universal Health Realty Income Trust (UHT) in Q3 2013, closing a stake of 92 shares — an estimated $4K sold.

LifePlan Financial Group first reported a position in UHT in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 132 funds tracked by Wall St. Rank hold UHT as of Q3 2013.

  • LifePlan Financial Group reported no remaining Universal Health Realty Income Trust position as of Q3 2013 after selling out during the quarter.
  • LifePlan Financial Group sold 92 Universal Health Realty Income Trust shares in Q3 2013, an estimated $4K.
  • LifePlan Financial Group first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 1 quarter.
  • LifePlan Financial Group's Universal Health Realty Income Trust position peaked at $4K in Q2 2013.
  • 132 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2013.

Based on LifePlan Financial Group's 13F filing for Q3 2013, filed 13 Nov 2013.