National Penn Investors Trust’s United Therapeutics UTHR Stock Holding History

National Penn Investors Trust’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 Q1	$1.54M	Buy	13,804 +290	+2%	+$36.7K	0.18%	102
2015 Q4	$2.12M	Buy	13,514 +45	+0.3%	+$6.55K	0.24%	87
2015 Q3	$1.77M	Buy	13,469 +45	+0.3%	+$7.22K	0.2%	100
2015 Q2	$2.33M	Sell	13,424 -21,050	-61%	-$3.79M	0.25%	94
2015 Q1	$5.94M	Buy	+34,474	New	+$5.26M	0.63%	40

Other funds holding UTHR

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

SCM

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIT

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

PAI

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

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

National Penn Investors Trust's UTHR Position: Q1 2016 in Review

National Penn Investors Trust increased its United Therapeutics (UTHR) stake by 2.1% in Q1 2016, buying an estimated $36.7K and bringing the position to 13,804 shares worth $1.54M. The position accounts for 0.18% of the portfolio, ranked #102.

National Penn Investors Trust first reported a position in UTHR in Q1 2015 and has held it in 5 quarters since. The position peaked at $5.94M in Q1 2015. 399 funds tracked by Wall St. Rank hold UTHR as of Q1 2016.

National Penn Investors Trust held 13,804 shares of United Therapeutics worth $1.54M as of Q1 2016.
National Penn Investors Trust bought 290 United Therapeutics shares in Q1 2016, an estimated $36.7K.
United Therapeutics made up 0.18% of National Penn Investors Trust's portfolio in Q1 2016, its #102 holding.
National Penn Investors Trust first reported a position in United Therapeutics in Q1 2015 and has held it in 5 quarters since.
National Penn Investors Trust's United Therapeutics position peaked at $5.94M in Q1 2015.
399 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.