SWA
USMD

SFMG Wealth Advisors’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

SFMG Wealth Advisors’s Portfolio USMD Stock Details USMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-12,026
Closed -$126K – 186
2015
Q1 		$126K Buy
+12,026
New +$155K 0.01% 174

Other funds holding USMD

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SFMG Wealth Advisors's USMD Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of USMD HLDGS INC COM STK (DE) (USMD) in Q2 2015, closing a stake of 12,026 shares — an estimated $126K sold.

SFMG Wealth Advisors first reported a position in USMD in Q1 2015 and held it in 1 quarter. The position peaked at $126K in Q1 2015. 9 funds tracked by Wall St. Rank hold USMD as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining USMD HLDGS INC COM STK (DE) position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 12,026 USMD HLDGS INC COM STK (DE) shares in Q2 2015, an estimated $126K.
  • SFMG Wealth Advisors first reported a position in USMD HLDGS INC COM STK (DE) in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's USMD HLDGS INC COM STK (DE) position peaked at $126K in Q1 2015.
  • 9 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.