WFG Advisors’s Universal Health Services UHS Stock Holding History

WFG Advisors’s Portfolio UHS Stock Details UHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-359	Closed	-$48K	–	1696
2016 Q2	$48K	Hold	359	–	–	0.01%	696
2016 Q1	$45K	Buy	359 +2	+0.6%	+$225	0.01%	693
2015 Q4	$43K	Hold	357	–	–	0.01%	707
2015 Q3	$45K	Hold	357	–	–	0.01%	679
2015 Q2	$51K	Hold	357	–	–	0.01%	720
2015 Q1	$42K	Hold	357	–	–	0.01%	772
2014 Q4	$40K	Sell	357 -516	-59%	-$54.2K	0.01%	975
2014 Q3	$91K	Buy	873 +266	+44%	+$28.3K	0.02%	698
2014 Q2	$58K	Sell	607 -103	-15%	-$8.9K	0.01%	849
2014 Q1	$58K	Hold	710	–	–	0.01%	852
2013 Q4	$58K	Buy	710 +250	+54%	+$20K	0.01%	943
2013 Q3	$34K	Hold	460	–	–	0.01%	1073
2013 Q2	$31K	Buy	+460	New	+$30.4K	0.01%	1062

Other funds holding UHS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's UHS Position: Q3 2016 in Review

WFG Advisors sold out of Universal Health Services (UHS) in Q3 2016, closing a stake of 359 shares — an estimated $48K sold.

WFG Advisors first reported a position in UHS in Q2 2013 and held it in 13 quarters. The position peaked at $91K in Q3 2014. 419 funds tracked by Wall St. Rank hold UHS as of Q3 2016.

WFG Advisors reported no remaining Universal Health Services position as of Q3 2016 after selling out during the quarter.
WFG Advisors sold 359 Universal Health Services shares in Q3 2016, an estimated $48K.
WFG Advisors first reported a position in Universal Health Services in Q2 2013 and held it in 13 quarters.
WFG Advisors's Universal Health Services position peaked at $91K in Q3 2014.
419 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.