OWA
UHT

One Wealth Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

One Wealth Advisors’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
-695
Closed -$53K – 454
2019
Q1 		$53K Buy
+695
New +$49.5K 0.04% 231
2018
Q4 		– Sell
-725
Closed -$54K – 445
2018
Q3 		$54K Hold
725
– – 0.04% 262
2018
Q2 		$46K Hold
725
– – 0.04% 270
2018
Q1 		$44K Sell
725
-6
-0.8% -$375 0.04% 258
2017
Q4 		$55K Buy
+731
New +$54.8K 0.04% 268

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

One Wealth Advisors's UHT Position: Q2 2019 in Review

One Wealth Advisors sold out of Universal Health Realty Income Trust (UHT) in Q2 2019, closing a stake of 695 shares — an estimated $53K sold.

One Wealth Advisors first reported a position in UHT in Q4 2017 and held it in 5 quarters. The position peaked at $55K in Q4 2017. 154 funds tracked by Wall St. Rank hold UHT as of Q2 2019.

  • One Wealth Advisors reported no remaining Universal Health Realty Income Trust position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 695 Universal Health Realty Income Trust shares in Q2 2019, an estimated $53K.
  • One Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's Universal Health Realty Income Trust position peaked at $55K in Q4 2017.
  • 154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.