Crow Point Partners’s UnitedHealth UNH Stock Holding History

Crow Point 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
2018 Q2	–	Sell	-314	Closed	-$67K	–	234
2018 Q1	$67K	Buy	+314	New	+$71.7K	0.01%	173
2017 Q2	–	Sell	-438	Closed	-$72K	–	274
2017 Q1	$72K	Buy	438 +83	+23%	+$13.6K	0.01%	214
2016 Q4	$57K	Sell	355 -280	-44%	-$41.8K	0.01%	193
2016 Q3	$88K	Buy	+635	New	+$88.9K	0.01%	216

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Crow Point Partners's UNH Position: Q2 2018 in Review

Crow Point Partners sold out of UnitedHealth (UNH) in Q2 2018, closing a stake of 314 shares — an estimated $67K sold.

Crow Point Partners first reported a position in UNH in Q3 2016 and held it in 4 quarters. The position peaked at $88K in Q3 2016. 1,754 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

Crow Point Partners reported no remaining UnitedHealth position as of Q2 2018 after selling out during the quarter.
Crow Point Partners sold 314 UnitedHealth shares in Q2 2018, an estimated $67K.
Crow Point Partners first reported a position in UnitedHealth in Q3 2016 and held it in 4 quarters.
Crow Point Partners's UnitedHealth position peaked at $88K in Q3 2016.
1,754 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.