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ProVise Management Group’s United Therapeutics UTHR Stock Holding History

ProVise Management Group’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
2013
Q4 		– Sell
-3,717
Closed -$293K – 313
2013
Q3 		$293K Sell
3,717
-314
-8% -$22.9K 0.08% 241
2013
Q2 		$265K Buy
+4,031
New +$260K 0.08% 256

Other funds holding UTHR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ProVise Management Group's UTHR Position: Q4 2013 in Review

ProVise Management Group sold out of United Therapeutics (UTHR) in Q4 2013, closing a stake of 3,717 shares — an estimated $293K sold.

ProVise Management Group first reported a position in UTHR in Q2 2013 and held it in 2 quarters. The position peaked at $293K in Q3 2013. 321 funds tracked by Wall St. Rank hold UTHR as of Q4 2013.

  • ProVise Management Group reported no remaining United Therapeutics position as of Q4 2013 after selling out during the quarter.
  • ProVise Management Group sold 3,717 United Therapeutics shares in Q4 2013, an estimated $293K.
  • ProVise Management Group first reported a position in United Therapeutics in Q2 2013 and held it in 2 quarters.
  • ProVise Management Group's United Therapeutics position peaked at $293K in Q3 2013.
  • 321 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2013.

Based on ProVise Management Group's 13F filing for Q4 2013, filed 7 Feb 2014.