WCM
UTHR icon

Wealthcare Capital Management’s United Therapeutics UTHR Stock Holding History

Wealthcare Capital Management’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-65
Closed -$9K – 254
2015
Q3 		$9K Sell
65
-200
-75% -$32.1K ﹤0.01% 163
2015
Q2 		$46K Sell
265
-136
-34% -$24.5K 0.01% 108
2015
Q1 		$69K Buy
+401
New +$61.1K 0.01% 194

Other funds holding UTHR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Wealthcare Capital Management's UTHR Position: Q4 2015 in Review

Wealthcare Capital Management sold out of United Therapeutics (UTHR) in Q4 2015, closing a stake of 65 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in UTHR in Q1 2015 and held it in 3 quarters. The position peaked at $69K in Q1 2015. 386 funds tracked by Wall St. Rank hold UTHR as of Q4 2015.

  • Wealthcare Capital Management reported no remaining United Therapeutics position as of Q4 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 65 United Therapeutics shares in Q4 2015, an estimated $9K.
  • Wealthcare Capital Management first reported a position in United Therapeutics in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's United Therapeutics position peaked at $69K in Q1 2015.
  • 386 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2015.

Based on Wealthcare Capital Management's 13F filing for Q4 2015, filed 13 Jan 2016.