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Clearwater Capital Advisors’s UnitedHealth UNH Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-43
Closed -$9K – 531
2018
Q1 		$9K Buy
+43
New +$9.82K ﹤0.01% 494

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Clearwater Capital Advisors's UNH Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of UnitedHealth (UNH) in Q2 2018, closing a stake of 43 shares — an estimated $9K sold.

Clearwater Capital Advisors first reported a position in UNH in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 1,754 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining UnitedHealth position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 43 UnitedHealth shares in Q2 2018, an estimated $9K.
  • Clearwater Capital Advisors first reported a position in UnitedHealth in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's UnitedHealth position peaked at $9K in Q1 2018.
  • 1,754 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.