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Winch Advisory Services’s Universal Health Services UHS Stock Holding History

Winch Advisory Services’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
2015
Q3 		– Sell
-6,466
Closed -$919K – 277
2015
Q2 		$919K Buy
6,466
+87
+1% +$10.9K 0.5% 56
2015
Q1 		$751K Buy
+6,379
New +$706K 0.44% 43

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Winch Advisory Services's UHS Position: Q3 2015 in Review

Winch Advisory Services sold out of Universal Health Services (UHS) in Q3 2015, closing a stake of 6,466 shares — an estimated $919K sold.

Winch Advisory Services first reported a position in UHS in Q1 2015 and held it in 2 quarters. The position peaked at $919K in Q2 2015. 464 funds tracked by Wall St. Rank hold UHS as of Q3 2015.

  • Winch Advisory Services reported no remaining Universal Health Services position as of Q3 2015 after selling out during the quarter.
  • Winch Advisory Services sold 6,466 Universal Health Services shares in Q3 2015, an estimated $919K.
  • Winch Advisory Services first reported a position in Universal Health Services in Q1 2015 and held it in 2 quarters.
  • Winch Advisory Services's Universal Health Services position peaked at $919K in Q2 2015.
  • 464 funds tracked by Wall St. Rank held Universal Health Services as of Q3 2015.

Based on Winch Advisory Services's 13F filing for Q3 2015, filed 13 Nov 2015.