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Phocas Financial Corp’s United Therapeutics UTHR Stock Holding History

Phocas Financial Corp’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
2015
Q2 		– Sell
-89,549
Closed -$15.4M – 261
2015
Q1 		$15.4M Buy
89,549
+14,417
+19% +$2.2M 1.23% 4
2014
Q4 		$9.73M Sell
75,132
-3,001
-4% -$387K 0.85% 17
2014
Q3 		$10.1M Buy
78,133
+2,211
+3% +$228K 0.9% 19
2014
Q2 		$6.72M Buy
75,922
+9,757
+15% +$938K 0.59% 76
2014
Q1 		$6.22M Sell
66,165
-4,981
-7% -$509K 0.6% 75
2013
Q4 		$8.04M Sell
71,146
-780
-1% -$70.3K 0.74% 35
2013
Q3 		$5.67M Buy
71,926
+2,809
+4% +$205K 0.55% 72
2013
Q2 		$4.55M Buy
+69,117
New +$4.45M 0.48% 91

Other funds holding UTHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return