TC
UHT

TFS Capital’s Universal Health Realty Income Trust UHT Stock Holding History

TFS Capital’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,490
Closed -$316K – 1364
2014
Q1 		$316K Sell
7,490
-40,048
-84% -$1.68M 0.02% 989
2013
Q4 		$1.9M Buy
47,538
+5,613
+13% +$237K 0.09% 325
2013
Q3 		$1.75M Buy
41,925
+26,828
+178% +$1.14M 0.08% 369
2013
Q2 		$651K Buy
+15,097
New +$774K 0.03% 799

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFS Capital's UHT Position: Q2 2014 in Review

TFS Capital sold out of Universal Health Realty Income Trust (UHT) in Q2 2014, closing a stake of 7,490 shares — an estimated $316K sold.

TFS Capital first reported a position in UHT in Q2 2013 and held it in 4 quarters. The position peaked at $1.9M in Q4 2013. 131 funds tracked by Wall St. Rank hold UHT as of Q2 2014.

  • TFS Capital reported no remaining Universal Health Realty Income Trust position as of Q2 2014 after selling out during the quarter.
  • TFS Capital sold 7,490 Universal Health Realty Income Trust shares in Q2 2014, an estimated $316K.
  • TFS Capital first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 4 quarters.
  • TFS Capital's Universal Health Realty Income Trust position peaked at $1.9M in Q4 2013.
  • 131 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2014.

Based on TFS Capital's 13F filing for Q2 2014, filed 21 Jul 2014.