U
UHT

UBS’s Universal Health Realty Income Trust UHT Stock Holding History

UBS’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
Q3 		$1.24M Sell
29,822
-6,102
-17% -$264K ﹤0.01% 3377
2014
Q2 		$1.56M Buy
35,924
+7,809
+28% +$335K ﹤0.01% 3123
2014
Q1 		$1.19M Buy
28,115
+20,287
+259% +$851K ﹤0.01% 3316
2013
Q4 		$313K Sell
7,828
-7,522
-49% -$318K ﹤0.01% 4809
2013
Q3 		$642K Buy
15,350
+1,900
+14% +$80.7K ﹤0.01% 3849
2013
Q2 		$580K Buy
+13,450
New +$690K ﹤0.01% 3960

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 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS's UHT Position: Q3 2014 in Review

UBS reduced its Universal Health Realty Income Trust (UHT) stake by 17% in Q3 2014, selling an estimated $264K and leaving 29,822 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

UBS first reported a position in UHT in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.56M in Q2 2014. 129 funds tracked by Wall St. Rank hold UHT as of Q3 2014.

  • UBS held 29,822 shares of Universal Health Realty Income Trust worth $1.24M as of Q3 2014.
  • UBS sold 6,102 Universal Health Realty Income Trust shares in Q3 2014, an estimated $264K.
  • Universal Health Realty Income Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3377 holding.
  • UBS first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 6 quarters since.
  • UBS's Universal Health Realty Income Trust position peaked at $1.56M in Q2 2014.
  • 129 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.