WFG Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

WFG Advisors’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	-208	Closed	-$13K	–	1671
2017 Q1	$13K	Hold	208	–	–	﹤0.01%	1011
2016 Q4	$14K	Hold	208	–	–	﹤0.01%	1032
2016 Q3	$13K	Sell	208 -650	-76%	-$39.2K	﹤0.01%	1058
2016 Q2	$49K	Hold	858	–	–	0.01%	690
2016 Q1	$48K	Hold	858	–	–	0.01%	676
2015 Q4	$43K	Hold	858	–	–	0.01%	708
2015 Q3	$40K	Hold	858	–	–	0.01%	710
2015 Q2	$40K	Hold	858	–	–	0.01%	790
2015 Q1	$48K	Sell	858 -500	-37%	-$26.1K	0.01%	747
2014 Q4	$65K	Sell	1,358 -775	-36%	-$36.5K	0.01%	791
2014 Q3	$89K	Hold	2,133	–	–	0.02%	706
2014 Q2	$93K	Hold	2,133	–	–	0.02%	685
2014 Q1	$90K	Buy	2,133 +120	+6%	+$5.04K	0.02%	676
2013 Q4	$81K	Hold	2,013	–	–	0.01%	820
2013 Q3	$84K	Hold	2,013	–	–	0.01%	756
2013 Q2	$87K	Buy	+2,013	New	+$103K	0.01%	709

Other funds holding UHT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WFG Advisors's UHT Position: Q2 2017 in Review

WFG Advisors sold out of Universal Health Realty Income Trust (UHT) in Q2 2017, closing a stake of 208 shares — an estimated $13K sold.

WFG Advisors first reported a position in UHT in Q2 2013 and held it in 16 quarters. The position peaked at $93K in Q2 2014. 149 funds tracked by Wall St. Rank hold UHT as of Q2 2017.

WFG Advisors reported no remaining Universal Health Realty Income Trust position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 208 Universal Health Realty Income Trust shares in Q2 2017, an estimated $13K.
WFG Advisors first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 16 quarters.
WFG Advisors's Universal Health Realty Income Trust position peaked at $93K in Q2 2014.
149 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.