Constellation Wealth Advisors’s UnitedHealth UNH Stock Holding History

Constellation 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
2015 Q3	–	Sell	-65,785	Closed	-$8.03M	–	144
2015 Q2	$8.03M	Sell	65,785 -15,525	-19%	-$1.84M	0.68%	31
2015 Q1	$9.62M	Buy	81,310 +93	+0.1%	+$10.3K	0.84%	28
2014 Q4	$8.21M	Hold	81,217	–	–	0.68%	33
2014 Q3	$7M	Sell	81,217 -4,740	-6%	-$401K	0.65%	34
2014 Q2	$7.03M	Sell	85,957 -1,200	-1%	-$94.4K	0.79%	34
2014 Q1	$7.15M	Buy	87,157 +1,570	+2%	+$118K	0.7%	38
2013 Q4	$6.45M	Buy	85,587 +533	+0.6%	+$38.3K	0.62%	40
2013 Q3	$6.09M	Buy	85,054 +4,929	+6%	+$353K	0.69%	37
2013 Q2	$5.25M	Buy	+80,125	New	+$4.99M	0.63%	39

Other funds holding UNH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BIT

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

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

Constellation Wealth Advisors's UNH Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2015, closing a stake of 65,785 shares — an estimated $8.03M sold.

Constellation Wealth Advisors first reported a position in UNH in Q2 2013 and held it in 9 quarters. The position peaked at $9.62M in Q1 2015. 1,204 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

Constellation Wealth Advisors reported no remaining UnitedHealth position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 65,785 UnitedHealth shares in Q3 2015, an estimated $8.03M.
Constellation Wealth Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 9 quarters.
Constellation Wealth Advisors's UnitedHealth position peaked at $9.62M in Q1 2015.
1,204 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.