CT Financial Advisors’s UnitedHealth UNH Stock Holding History

CT Financial 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
2017 Q1	$631K	Buy	3,849 +1	+0%	+$164	0.39%	70
2016 Q4	$616K	Buy	3,848 +1	+0%	+$149	0.39%	68
2016 Q3	$539K	Sell	3,847 -339	-8%	-$47.5K	0.33%	78
2016 Q2	$591K	Sell	4,186 -1,199	-22%	-$160K	0.36%	70
2016 Q1	$694K	Sell	5,385 -46	-0.8%	-$5.44K	0.39%	65
2015 Q4	$639K	Sell	5,431 -199	-4%	-$23.3K	0.37%	71
2015 Q3	$653K	Sell	5,630 -178	-3%	-$21.3K	0.41%	66
2015 Q2	$709K	Buy	5,808 +1	+0%	+$118	0.4%	65
2015 Q1	$687K	Sell	5,807 -359	-6%	-$39.9K	0.38%	68
2014 Q4	$623K	Buy	+6,166	New	+$584K	0.47%	55
2014 Q1	$687K	Buy	+5,807	New	+$437K	0.38%	68

Other funds holding UNH

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

CT Financial Advisors's UNH Position: Q1 2017 in Review

CT Financial Advisors increased its UnitedHealth (UNH) stake by 0.03% in Q1 2017, buying an estimated $164 and bringing the position to 3,849 shares worth $631K. The position accounts for 0.39% of the portfolio, ranked #70.

CT Financial Advisors first reported a position in UNH in Q1 2014 and has held it in 11 quarters since. The position peaked at $709K in Q2 2015. 1,451 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

CT Financial Advisors held 3,849 shares of UnitedHealth worth $631K as of Q1 2017.
CT Financial Advisors bought 1 UnitedHealth share in Q1 2017, an estimated $164.
UnitedHealth made up 0.39% of CT Financial Advisors's portfolio in Q1 2017, its #70 holding.
CT Financial Advisors first reported a position in UnitedHealth in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's UnitedHealth position peaked at $709K in Q2 2015.
1,451 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.