Pinnacle Summer Investments’s Universal Health Services UHS Stock Holding History

Pinnacle Summer Investments’s Portfolio UHS Stock Details UHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-350	Closed	-$44K	–	1009
2015 Q3	$44K	Buy	+350	New	+$48.7K	0.01%	504
2015 Q2	–	Sell	-350	Closed	-$41K	–	939
2015 Q1	$41K	Hold	350	–	–	0.01%	544
2014 Q4	$39K	Hold	350	–	–	﹤0.01%	555
2014 Q3	$37K	Sell	350 -322	-48%	-$34.2K	﹤0.01%	579
2014 Q2	$64K	Hold	672	–	–	0.01%	466
2014 Q1	$55K	Hold	672	–	–	0.01%	455
2013 Q4	$55K	Hold	672	–	–	0.01%	452
2013 Q3	$50K	Hold	672	–	–	0.01%	428
2013 Q2	$45K	Buy	+672	New	+$44.4K	0.01%	395

Other funds holding UHS

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Pinnacle Summer Investments's UHS Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Universal Health Services (UHS) in Q4 2015, closing a stake of 350 shares — an estimated $44K sold.

Pinnacle Summer Investments first reported a position in UHS in Q2 2013 and held it in 9 quarters. The position peaked at $64K in Q2 2014. 456 funds tracked by Wall St. Rank hold UHS as of Q4 2015.

Pinnacle Summer Investments reported no remaining Universal Health Services position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 350 Universal Health Services shares in Q4 2015, an estimated $44K.
Pinnacle Summer Investments first reported a position in Universal Health Services in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's Universal Health Services position peaked at $64K in Q2 2014.
456 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.