NPC
UHT

National Planning Corporation’s Universal Health Realty Income Trust UHT Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-8,092
Closed -$611K – 563
2017
Q3 		$611K Sell
8,092
-130
-2% -$10K 0.05% 322
2017
Q2 		$676K Buy
8,222
+225
+3% +$16.2K 0.05% 332
2017
Q1 		$517K Sell
7,997
-1,350
-14% -$85.4K 0.04% 376
2016
Q4 		$575K Hold
9,347
– – 0.04% 342
2016
Q3 		$526K Hold
9,347
– – 0.04% 351
2016
Q2 		$553K Buy
9,347
+49
+0.5% +$2.7K 0.04% 350
2016
Q1 		$525K Buy
9,298
+672
+8% +$34.4K 0.05% 343
2015
Q4 		$426K Sell
8,626
-109
-1% -$5.45K 0.03% 446
2015
Q3 		$435K Sell
8,735
-157
-2% -$7.47K 0.04% 378
2015
Q2 		$430K Hold
8,892
– – 0.04% 394
2015
Q1 		$428K Hold
8,892
– – 0.04% 401
2014
Q4 		$449K Buy
8,892
+43
+0.5% +$2.03K 0.03% 437
2014
Q3 		$374K Sell
8,849
-43
-0.5% -$1.86K 0.03% 492
2014
Q2 		$387K Sell
8,892
-200
-2% -$8.58K 0.03% 495
2014
Q1 		$387K Buy
9,092
+21
+0.2% +$881 0.03% 457
2013
Q4 		$365K Sell
9,071
-668
-7% -$28.2K 0.03% 467
2013
Q3 		$409K Buy
9,739
+1,297
+15% +$55.1K 0.04% 398
2013
Q2 		$364K Buy
+8,442
New +$433K 0.05% 342

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

National Planning Corporation's UHT Position: Q4 2017 in Review

National Planning Corporation sold out of Universal Health Realty Income Trust (UHT) in Q4 2017, closing a stake of 8,092 shares — an estimated $611K sold.

National Planning Corporation first reported a position in UHT in Q2 2013 and held it in 18 quarters. The position peaked at $676K in Q2 2017. 152 funds tracked by Wall St. Rank hold UHT as of Q4 2017.

  • National Planning Corporation reported no remaining Universal Health Realty Income Trust position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 8,092 Universal Health Realty Income Trust shares in Q4 2017, an estimated $611K.
  • National Planning Corporation first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Universal Health Realty Income Trust position peaked at $676K in Q2 2017.
  • 152 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.