Counsel Portfolio Services’s UnitedHealth UNH Stock Holding History

Counsel Portfolio Services’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
2016 Q2	$5.52M	Buy	39,070 +197	+0.5%	+$26.3K	0.55%	57
2016 Q1	$5.01M	Hold	38,873	–	–	0.66%	43
2015 Q4	$4.57M	Sell	38,873 -8,786	-18%	-$1.03M	0.48%	65
2015 Q3	$5.53M	Buy	47,659 +2,841	+6%	+$340K	0.6%	48
2015 Q2	$5.47M	Hold	44,818	–	–	0.55%	62
2015 Q1	$5.3M	Hold	44,818	–	–	0.53%	65
2014 Q4	$4.53M	Buy	44,818 +42,018	+1,501%	+$3.98M	0.46%	65
2014 Q3	$242K	Buy	+2,800	New	+$237K	0.03%	277
2014 Q2	–	Sell	-56,852	Closed	-$4.66M	–	349
2014 Q1	$4.66M	Hold	56,852	–	–	0.47%	71
2013 Q4	$4.28M	Hold	56,852	–	–	0.44%	76
2013 Q3	$4.07K	Buy	+56,852	New	+$4.07M	0.2%	71

Other funds holding UNH

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

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

BIT

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

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

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

Counsel Portfolio Services's UNH Position: Q2 2016 in Review

Counsel Portfolio Services increased its UnitedHealth (UNH) stake by 0.51% in Q2 2016, buying an estimated $26.3K and bringing the position to 39,070 shares worth $5.52M. The position accounts for 0.55% of the portfolio, ranked #57.

Counsel Portfolio Services first reported a position in UNH in Q3 2013 and has held it in 11 quarters since. The position peaked at $5.53M in Q3 2015. 1,264 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

Counsel Portfolio Services held 39,070 shares of UnitedHealth worth $5.52M as of Q2 2016.
Counsel Portfolio Services bought 197 UnitedHealth shares in Q2 2016, an estimated $26.3K.
UnitedHealth made up 0.55% of Counsel Portfolio Services's portfolio in Q2 2016, its #57 holding.
Counsel Portfolio Services first reported a position in UnitedHealth in Q3 2013 and has held it in 11 quarters since.
Counsel Portfolio Services's UnitedHealth position peaked at $5.53M in Q3 2015.
1,264 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on Counsel Portfolio Services's 13F filing for Q2 2016, filed 12 Aug 2016.