Shelton Capital Management’s Universal Health Services UHS Stock Holding History

Shelton Capital Management’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 Q2	–	Sell	-4,400	Closed	-$518K	–	808
2015 Q1	$518K	Buy	4,400 +1,000	+29%	+$111K	0.06%	375
2014 Q4	$378K	Sell	3,400 -6,515	-66%	-$684K	0.04%	487
2014 Q3	$1.04M	Hold	9,915	–	–	0.14%	145
2014 Q2	$949K	Hold	9,915	–	–	0.13%	156
2014 Q1	$814K	Hold	9,915	–	–	0.12%	174
2013 Q4	$806K	Hold	9,915	–	–	0.12%	171
2013 Q3	$744K	Hold	9,915	–	–	0.12%	171
2013 Q2	$664K	Buy	+9,915	New	+$655K	0.12%	181

Other funds holding UHS

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 $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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 18.13% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Shelton Capital Management's UHS Position: Q2 2015 in Review

Shelton Capital Management sold out of Universal Health Services (UHS) in Q2 2015, closing a stake of 4,400 shares — an estimated $518K sold.

Shelton Capital Management first reported a position in UHS in Q2 2013 and held it in 8 quarters. The position peaked at $1.04M in Q3 2014. 462 funds tracked by Wall St. Rank hold UHS as of Q2 2015.

Shelton Capital Management reported no remaining Universal Health Services position as of Q2 2015 after selling out during the quarter.
Shelton Capital Management sold 4,400 Universal Health Services shares in Q2 2015, an estimated $518K.
Shelton Capital Management first reported a position in Universal Health Services in Q2 2013 and held it in 8 quarters.
Shelton Capital Management's Universal Health Services position peaked at $1.04M in Q3 2014.
462 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2015.

Based on Shelton Capital Management's 13F filing for Q2 2015, filed 11 Aug 2015.