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Concert Wealth Management’s UnitedHealth UNH Stock Holding History

Concert Wealth Management’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
Q3 		– Sell
-3,296
Closed -$616K – 131
2017
Q2 		$616K Sell
3,296
-2,820
-46% -$495K 0.6% 48
2017
Q1 		$978K Buy
6,116
+644
+12% +$105K 0.22% 130
2016
Q4 		$875K Sell
5,472
-3,336
-38% -$498K 0.19% 152
2016
Q3 		$1.24M Sell
8,808
-277
-3% -$38.8K 0.15% 169
2016
Q2 		$1.28M Buy
9,085
+1,530
+20% +$204K 0.17% 169
2016
Q1 		$975K Sell
7,555
-572
-7% -$67.7K 0.13% 198
2015
Q4 		$963K Sell
8,127
-1,626
-17% -$190K 0.13% 204
2015
Q3 		$1.13M Buy
9,753
+519
+6% +$62.1K 0.15% 169
2015
Q2 		$1.12M Buy
9,234
+1,271
+16% +$150K 0.15% 177
2015
Q1 		$436K Buy
7,963
+760
+11% +$84.4K 0.12% 225
2014
Q4 		$726K Buy
7,203
+2,520
+54% +$239K 0.11% 243
2014
Q3 		$403K Sell
4,683
-55
-1% -$4.65K 0.05% 318
2014
Q2 		$371K Sell
4,738
-278
-6% -$21.9K 0.05% 360
2014
Q1 		$410K Sell
5,016
-954
-16% -$71.8K 0.05% 324
2013
Q4 		$447K Buy
5,970
+115
+2% +$8.26K 0.06% 286
2013
Q3 		$420K Sell
5,855
-600
-9% -$42.9K 0.06% 293
2013
Q2 		$424K Buy
+6,455
New +$402K 0.06% 256

Other funds holding UNH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Concert Wealth Management's UNH Position: Q3 2017 in Review

Concert Wealth Management sold out of UnitedHealth (UNH) in Q3 2017, closing a stake of 3,296 shares — an estimated $616K sold.

Concert Wealth Management first reported a position in UNH in Q2 2013 and held it in 17 quarters. The position peaked at $1.28M in Q2 2016. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

  • Concert Wealth Management reported no remaining UnitedHealth position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,296 UnitedHealth shares in Q3 2017, an estimated $616K.
  • Concert Wealth Management first reported a position in UnitedHealth in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's UnitedHealth position peaked at $1.28M in Q2 2016.
  • 1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.