MFS
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MSI Financial Services’s Universal Health Services UHS Stock Holding History

MSI Financial Services’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$69K Sell
653
-21
-3% -$2.49K ﹤0.01% 1671
2016
Q3 		$83K Buy
674
+411
+156% +$52.1K ﹤0.01% 1530
2016
Q2 		$35K Sell
263
-36
-12% -$4.75K ﹤0.01% 2026
2016
Q1 		$37K Buy
299
+9
+3% +$1.01K ﹤0.01% 1937
2015
Q4 		$35K Buy
290
+47
+19% +$5.75K ﹤0.01% 1956
2015
Q3 		$30K Buy
243
+6
+3% +$835 ﹤0.01% 1497
2015
Q2 		$34K Sell
237
-108
-31% -$13.5K ﹤0.01% 1529
2015
Q1 		$41K Buy
345
+118
+52% +$13.1K ﹤0.01% 1417
2014
Q4 		$25K Buy
227
+225
+11,250% +$23.6K ﹤0.01% 1425
2014
Q3 		$0 Sell
2
-806
-100% -$85.6K ﹤0.01% 2744
2014
Q2 		$77K Buy
808
+18
+2% +$1.55K 0.01% 908
2014
Q1 		$65K Buy
790
+152
+24% +$12.2K 0.01% 936
2013
Q4 		$52K Buy
638
+636
+31,800% +$50.8K 0.01% 977
2013
Q3 		$0 Sell
2
-735
-100% -$51.3K ﹤0.01% 2422
2013
Q2 		$49K Buy
+737
New +$48.7K 0.01% 905

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MSI Financial Services's UHS Position: Q4 2016 in Review

MSI Financial Services reduced its Universal Health Services (UHS) stake by 3.1% in Q4 2016, selling an estimated $2.49K and leaving 653 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

MSI Financial Services first reported a position in UHS in Q2 2013 and has held it in 15 quarters since. The position peaked at $83K in Q3 2016. 433 funds tracked by Wall St. Rank hold UHS as of Q4 2016.

  • MSI Financial Services held 653 shares of Universal Health Services worth $69K as of Q4 2016.
  • MSI Financial Services sold 21 Universal Health Services shares in Q4 2016, an estimated $2.49K.
  • Universal Health Services made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1671 holding.
  • MSI Financial Services first reported a position in Universal Health Services in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Universal Health Services position peaked at $83K in Q3 2016.
  • 433 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.