Mosaic Family Wealth’s Universal Health Realty Income Trust UHT Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-1,698	Closed	-$129K	–	575
2019 Q1	$129K	Hold	1,698	–	–	0.05%	197
2018 Q4	$104K	Hold	1,698	–	–	0.04%	220
2018 Q3	$111K	Hold	1,698	–	–	0.05%	207
2018 Q2	$109K	Hold	1,698	–	–	0.04%	216
2018 Q1	$102K	Hold	1,698	–	–	0.04%	221
2017 Q4	$128K	Hold	1,698	–	–	0.05%	208
2017 Q3	$128K	Hold	1,698	–	–	0.05%	240
2017 Q2	$135K	Hold	1,698	–	–	0.06%	227
2017 Q1	$110K	Hold	1,698	–	–	0.05%	245
2016 Q4	$111K	Hold	1,698	–	–	0.05%	248
2016 Q3	$107K	Sell	1,698 -1	-0.1%	-$60	0.05%	255
2016 Q2	$98K	Buy	1,699 +1	+0.1%	+$55	0.05%	254
2016 Q1	$95K	Hold	1,698	–	–	0.05%	251
2015 Q4	$84K	Buy	+1,698	New	+$84.9K	0.04%	243

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mosaic Family Wealth's UHT Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Universal Health Realty Income Trust (UHT) in Q2 2019, closing a stake of 1,698 shares — an estimated $129K sold.

Mosaic Family Wealth first reported a position in UHT in Q4 2015 and held it in 14 quarters. The position peaked at $135K in Q2 2017. 154 funds tracked by Wall St. Rank hold UHT as of Q2 2019.

Mosaic Family Wealth reported no remaining Universal Health Realty Income Trust position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,698 Universal Health Realty Income Trust shares in Q2 2019, an estimated $129K.
Mosaic Family Wealth first reported a position in Universal Health Realty Income Trust in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Universal Health Realty Income Trust position peaked at $135K in Q2 2017.
154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.