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Shepherd Kaplan Krochuk’s United Therapeutics UTHR Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q4 		– Sell
-2,400
Closed -$283K – 346
2016
Q3 		$283K Sell
2,400
-917
-28% -$110K 0.06% 207
2016
Q2 		$351K Buy
3,317
+917
+38% +$102K 0.09% 160
2016
Q1 		$267K Sell
2,400
-1,452
-38% -$184K 0.08% 185
2015
Q4 		$603K Buy
+3,852
New +$561K 0.16% 94
2015
Q1 		– Sell
-1,559
Closed -$202K – 461
2014
Q4 		$202K Sell
1,559
-1,190
-43% -$153K 0.03% 345
2014
Q3 		$354K Buy
+2,749
New +$283K 0.05% 269

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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Shepherd Kaplan Krochuk's UTHR Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of United Therapeutics (UTHR) in Q4 2016, closing a stake of 2,400 shares — an estimated $283K sold.

Shepherd Kaplan Krochuk first reported a position in UTHR in Q3 2014 and held it in 6 quarters. The position peaked at $603K in Q4 2015. 406 funds tracked by Wall St. Rank hold UTHR as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining United Therapeutics position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 2,400 United Therapeutics shares in Q4 2016, an estimated $283K.
  • Shepherd Kaplan Krochuk first reported a position in United Therapeutics in Q3 2014 and held it in 6 quarters.
  • Shepherd Kaplan Krochuk's United Therapeutics position peaked at $603K in Q4 2015.
  • 406 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.