New York Life Trust’s United Therapeutics UTHR Stock Holding History

New York Life 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
2017 Q1	$3K	Buy	+25	New	+$3.79K	0.15%	161
2016 Q1	–	Sell	-397	Closed	-$62K	–	275
2015 Q4	$62K	Sell	397 -282	-42%	-$41.1K	0.27%	129
2015 Q3	$89K	Buy	679 +75	+12%	+$12K	0.4%	101
2015 Q2	$105K	Sell	604 -70	-10%	-$12.6K	0.44%	95
2015 Q1	$116K	Sell	674 -186	-22%	-$28.4K	0.46%	94
2014 Q4	$111K	Sell	860 -108	-11%	-$13.9K	0.44%	97
2014 Q3	$125K	Sell	968 -133	-12%	-$13.7K	0.52%	71
2014 Q2	$97K	Buy	1,101 +106	+11%	+$10.2K	0.41%	112
2014 Q1	$94K	Sell	995 -22	-2%	-$2.25K	0.42%	109
2013 Q4	$115K	Sell	1,017 -190	-16%	-$17.1K	0.52%	59
2013 Q3	$95K	Sell	1,207 -275	-19%	-$20.1K	0.48%	88
2013 Q2	$98K	Buy	+1,482	New	+$95.5K	0.45%	87

Other funds holding UTHR

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

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

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

SCM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New York Life Trust's UTHR Position: Q1 2017 in Review

New York Life Trust opened a new position in United Therapeutics (UTHR) in Q1 2017: 25 shares worth $3K. The stake represents 0.15% of the portfolio and ranks #161 among its holdings. This is a return to the name: New York Life Trust previously reported a position in UTHR as recently as Q4 2015.

New York Life Trust first reported a position in UTHR in Q2 2013 and has held it in 12 quarters since. The position peaked at $125K in Q3 2014. 411 funds tracked by Wall St. Rank hold UTHR as of Q1 2017.

New York Life Trust held 25 shares of United Therapeutics worth $3K as of Q1 2017.
United Therapeutics was a new New York Life Trust position in Q1 2017.
United Therapeutics made up 0.15% of New York Life Trust's portfolio in Q1 2017, its #161 holding.
New York Life Trust first reported a position in United Therapeutics in Q2 2013 and has held it in 12 quarters since.
New York Life Trust's United Therapeutics position peaked at $125K in Q3 2014.
411 funds tracked by Wall St. Rank held United Therapeutics as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.