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Reilly Financial Advisors’s United Therapeutics UTHR Stock Holding History

Reilly Financial Advisors’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
2014
Q2 		– Sell
-150
Closed -$14K – 852
2014
Q1 		$14K Buy
+150
New +$15.3K ﹤0.01% 499

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Reilly Financial Advisors's UTHR Position: Q2 2014 in Review

Reilly Financial Advisors sold out of United Therapeutics (UTHR) in Q2 2014, closing a stake of 150 shares — an estimated $14K sold.

Reilly Financial Advisors first reported a position in UTHR in Q1 2014 and held it in 1 quarter. The position peaked at $14K in Q1 2014. 303 funds tracked by Wall St. Rank hold UTHR as of Q2 2014.

  • Reilly Financial Advisors reported no remaining United Therapeutics position as of Q2 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 150 United Therapeutics shares in Q2 2014, an estimated $14K.
  • Reilly Financial Advisors first reported a position in United Therapeutics in Q1 2014 and held it in 1 quarter.
  • Reilly Financial Advisors's United Therapeutics position peaked at $14K in Q1 2014.
  • 303 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2014.

Based on Reilly Financial Advisors's 13F filing for Q2 2014, filed 16 Jul 2014.