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Cornerstone Financial Partners’s UnitedHealth UNH Stock Holding History

Cornerstone Financial Partners’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
-1,498
Closed -$240K – 173
2016
Q4 		$240K Sell
1,498
-250
-14% -$37.3K 0.08% 143
2016
Q3 		$245K Sell
1,748
-114
-6% -$16K 0.09% 132
2016
Q2 		$264K Buy
+1,862
New +$248K 0.09% 138

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Capital World Investors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
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Cornerstone Financial Partners's UNH Position: Q1 2017 in Review

Cornerstone Financial Partners sold out of UnitedHealth (UNH) in Q1 2017, closing a stake of 1,498 shares — an estimated $240K sold.

Cornerstone Financial Partners first reported a position in UNH in Q2 2016 and held it in 3 quarters. The position peaked at $264K in Q2 2016. 1,451 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

  • Cornerstone Financial Partners reported no remaining UnitedHealth position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 1,498 UnitedHealth shares in Q1 2017, an estimated $240K.
  • Cornerstone Financial Partners first reported a position in UnitedHealth in Q2 2016 and held it in 3 quarters.
  • Cornerstone Financial Partners's UnitedHealth position peaked at $264K in Q2 2016.
  • 1,451 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on Cornerstone Financial Partners's 13F filing for Q1 2017, filed 17 Apr 2017.