Advance Capital I’s UnitedHealth UNH Stock Holding History

Advance Capital I’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-5,100	Closed	-$720K	–	140
2016 Q2	$720K	Buy	5,100 +1,300	+34%	+$173K	0.76%	49
2016 Q1	$490K	Buy	3,800 +400	+12%	+$47.3K	0.51%	72
2015 Q4	$400K	Sell	3,400 -1,200	-26%	-$140K	0.38%	83
2015 Q3	$534K	Sell	4,600 -2,900	-39%	-$347K	0.44%	82
2015 Q2	$915K	Buy	+7,500	New	+$887K	0.6%	36
2014 Q1	–	Sell	-9,370	Closed	-$706K	–	282
2013 Q4	$706K	Hold	9,370	–	–	0.34%	132
2013 Q3	$671K	Hold	9,370	–	–	0.34%	98
2013 Q2	$614K	Buy	+9,370	New	+$583K	0.3%	121

Other funds holding UNH

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Advance Capital I's UNH Position: Q3 2016 in Review

Advance Capital I sold out of UnitedHealth (UNH) in Q3 2016, closing a stake of 5,100 shares — an estimated $720K sold.

Advance Capital I first reported a position in UNH in Q2 2013 and held it in 8 quarters. The position peaked at $915K in Q2 2015. 1,276 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Advance Capital I reported no remaining UnitedHealth position as of Q3 2016 after selling out during the quarter.
Advance Capital I sold 5,100 UnitedHealth shares in Q3 2016, an estimated $720K.
Advance Capital I first reported a position in UnitedHealth in Q2 2013 and held it in 8 quarters.
Advance Capital I's UnitedHealth position peaked at $915K in Q2 2015.
1,276 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Advance Capital I's 13F filing for Q3 2016, filed 1 Nov 2016.