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WealthPLAN Partners’s Universal Health Realty Income Trust UHT Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-75
Closed -$4.87K – 407
2017
Q1 		$4.87K Buy
+75
New +$4.75K 0.02% 351
2016
Q3 		$4.56K Sell
75
-265
-78% -$16K ﹤0.01% 730
2016
Q2 		$9.73K Buy
+340
New +$18.8K ﹤0.01% 1755

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's UHT Position: Q2 2017 in Review

WealthPLAN Partners sold out of Universal Health Realty Income Trust (UHT) in Q2 2017, closing a stake of 75 shares — an estimated $4.87K sold.

WealthPLAN Partners first reported a position in UHT in Q2 2016 and held it in 3 quarters. The position peaked at $9.73K in Q2 2016. 149 funds tracked by Wall St. Rank hold UHT as of Q2 2017.

  • WealthPLAN Partners reported no remaining Universal Health Realty Income Trust position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 75 Universal Health Realty Income Trust shares in Q2 2017, an estimated $4.87K.
  • WealthPLAN Partners first reported a position in Universal Health Realty Income Trust in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Universal Health Realty Income Trust position peaked at $9.73K in Q2 2016.
  • 149 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.