BCM Advisors’s UnitedHealth UNH Stock Holding History

BCM 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
2017 Q1	–	Sell	-39	Closed	-$6K	–	89
2016 Q4	$6K	Buy	+39	New	+$5.83K	﹤0.01%	95

Other funds holding UNH

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

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

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

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

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

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

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

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

BCM Advisors's UNH Position: Q1 2017 in Review

BCM Advisors sold out of UnitedHealth (UNH) in Q1 2017, closing a stake of 39 shares — an estimated $6K sold.

BCM Advisors first reported a position in UNH in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 1,451 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

BCM Advisors reported no remaining UnitedHealth position as of Q1 2017 after selling out during the quarter.
BCM Advisors sold 39 UnitedHealth shares in Q1 2017, an estimated $6K.
BCM Advisors first reported a position in UnitedHealth in Q4 2016 and held it in 1 quarter.
BCM Advisors's UnitedHealth position peaked at $6K in Q4 2016.
1,451 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on BCM Advisors's 13F filing for Q1 2017, filed 12 May 2017.