Ancora Family Wealth Advisors’s UnitedHealth UNH Stock Holding History

Ancora Family Wealth Advisors’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	$2.36M	Buy	16,879 +75	+0.4%	+$10.5K	0.81%	38
2016 Q2	$2.37M	Sell	16,804 -184	-1%	-$24.5K	0.9%	29
2016 Q1	$2.19M	Sell	16,988 -391	-2%	-$46.3K	0.89%	32
2015 Q4	$2.04M	Sell	17,379 -3,014	-15%	-$352K	0.87%	34
2015 Q3	$2.37M	Buy	+20,393	New	+$2.44M	0.99%	25

Other funds holding UNH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ancora Family Wealth Advisors's UNH Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its UnitedHealth (UNH) stake by 0.45% in Q3 2016, buying an estimated $10.5K and bringing the position to 16,879 shares worth $2.36M. The position accounts for 0.81% of the portfolio, ranked #38.

Ancora Family Wealth Advisors first reported a position in UNH in Q3 2015 and has held it in 5 quarters since. The position peaked at $2.37M in Q2 2016. 1,277 funds tracked by Wall St. Rank hold UNH as of Q3 2016.

Ancora Family Wealth Advisors held 16,879 shares of UnitedHealth worth $2.36M as of Q3 2016.
Ancora Family Wealth Advisors bought 75 UnitedHealth shares in Q3 2016, an estimated $10.5K.
UnitedHealth made up 0.81% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #38 holding.
Ancora Family Wealth Advisors first reported a position in UnitedHealth in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's UnitedHealth position peaked at $2.37M in Q2 2016.
1,277 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.