VFA
UHT

Virtus Fund Advisers’s Universal Health Realty Income Trust UHT Stock Holding History

Virtus Fund Advisers’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 		– Sell
-1,035
Closed -$45K – 1906
2014
Q2 		$45K Buy
+1,035
New +$44.4K ﹤0.01% 1944

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Virtus Fund Advisers's UHT Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Universal Health Realty Income Trust (UHT) in Q3 2014, closing a stake of 1,035 shares — an estimated $45K sold.

Virtus Fund Advisers first reported a position in UHT in Q2 2014 and held it in 1 quarter. The position peaked at $45K in Q2 2014. 129 funds tracked by Wall St. Rank hold UHT as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Universal Health Realty Income Trust position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 1,035 Universal Health Realty Income Trust shares in Q3 2014, an estimated $45K.
  • Virtus Fund Advisers first reported a position in Universal Health Realty Income Trust in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Universal Health Realty Income Trust position peaked at $45K in Q2 2014.
  • 129 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.