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Wolf Group Capital Advisors’s United Therapeutics UTHR Stock Holding History

Wolf Group Capital Advisors’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
2018
Q3 		– Sell
-2,250
Closed -$255K – 101
2018
Q2 		$255K Sell
2,250
-1,570
-41% -$173K 0.17% 87
2018
Q1 		$429K Sell
3,820
-6,140
-62% -$780K 0.28% 75
2017
Q4 		$1.47M Sell
9,960
-2,331
-19% -$296K 0.92% 48
2017
Q3 		$1.47M Sell
12,291
-1,606
-12% -$205K 1.02% 42
2017
Q2 		$1.8M Sell
13,897
-1,031
-7% -$129K 1.39% 30
2017
Q1 		$2.02M Buy
14,928
+463
+3% +$70.1K 1.33% 30
2016
Q4 		$2.08M Buy
14,465
+8,280
+134% +$1.06M 1.39% 28
2016
Q3 		$730K Buy
6,185
+745
+14% +$89.5K 0.51% 66
2016
Q2 		$576K Buy
5,440
+112
+2% +$12.5K 0.43% 65
2016
Q1 		$594K Buy
5,328
+948
+22% +$120K 0.45% 61
2015
Q4 		$686K Buy
+4,380
New +$638K 0.51% 64

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wolf Group Capital Advisors's UTHR Position: Q3 2018 in Review

Wolf Group Capital Advisors sold out of United Therapeutics (UTHR) in Q3 2018, closing a stake of 2,250 shares — an estimated $255K sold.

Wolf Group Capital Advisors first reported a position in UTHR in Q4 2015 and held it in 11 quarters. The position peaked at $2.08M in Q4 2016. 367 funds tracked by Wall St. Rank hold UTHR as of Q3 2018.

  • Wolf Group Capital Advisors reported no remaining United Therapeutics position as of Q3 2018 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 2,250 United Therapeutics shares in Q3 2018, an estimated $255K.
  • Wolf Group Capital Advisors first reported a position in United Therapeutics in Q4 2015 and held it in 11 quarters.
  • Wolf Group Capital Advisors's United Therapeutics position peaked at $2.08M in Q4 2016.
  • 367 funds tracked by Wall St. Rank held United Therapeutics as of Q3 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2018, filed 23 Oct 2018.