TSWM
UHT

Triangle Securities Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-3,000
Closed -$129K – 366
2013
Q2 		$129K Buy
+3,000
New +$154K 0.1% 155

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Triangle Securities Wealth Management's UHT Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q3 2013, closing a stake of 3,000 shares — an estimated $129K sold.

Triangle Securities Wealth Management first reported a position in UHT in Q2 2013 and held it in 1 quarter. The position peaked at $129K in Q2 2013. 132 funds tracked by Wall St. Rank hold UHT as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,000 Universal Health Realty Income Trust shares in Q3 2013, an estimated $129K.
  • Triangle Securities Wealth Management first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Universal Health Realty Income Trust position peaked at $129K in Q2 2013.
  • 132 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.