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Summit Trail Advisors’s US Physical Therapy USPH Stock Holding History

Summit Trail Advisors’s Portfolio USPH Stock Details USPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-947
Closed -$112K – 223
2018
Q3 		$112K Buy
947
+108
+13% +$12.2K 0.02% 262
2018
Q2 		$81K Buy
+839
New +$77.8K 0.03% 242
2018
Q1 		– Sell
-755
Closed -$57K – 1604
2017
Q4 		$57K Buy
+755
New +$51.5K 0.01% 784

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Summit Trail Advisors's USPH Position: Q4 2018 in Review

Summit Trail Advisors sold out of US Physical Therapy (USPH) in Q4 2018, closing a stake of 947 shares — an estimated $112K sold.

Summit Trail Advisors first reported a position in USPH in Q4 2017 and held it in 3 quarters. The position peaked at $112K in Q3 2018. 197 funds tracked by Wall St. Rank hold USPH as of Q4 2018.

  • Summit Trail Advisors reported no remaining US Physical Therapy position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 947 US Physical Therapy shares in Q4 2018, an estimated $112K.
  • Summit Trail Advisors first reported a position in US Physical Therapy in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's US Physical Therapy position peaked at $112K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.