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Cypress Wealth Advisors’s UnitedHealth UNH Stock Holding History

Cypress 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
2017
Q2 		– Sell
-11,409
Closed -$1.87M – 174
2017
Q1 		$1.87M Buy
11,409
+64
+0.6% +$10.5K 0.85% 27
2016
Q4 		$1.82M Buy
11,345
+271
+2% +$40.5K 0.83% 31
2016
Q3 		$1.55M Sell
11,074
-98
-0.9% -$13.7K 0.7% 33
2016
Q2 		$1.58M Buy
11,172
+23
+0.2% +$3.07K 0.78% 29
2016
Q1 		$1.44M Buy
11,149
+108
+1% +$12.8K 0.66% 35
2015
Q4 		$1.3M Buy
11,041
+47
+0.4% +$5.49K 0.66% 35
2015
Q3 		$1.27M Buy
10,994
+15
+0.1% +$1.79K 0.69% 30
2015
Q2 		$1.34M Buy
+10,979
New +$1.3M 0.78% 38

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cypress Wealth Advisors's UNH Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2017, closing a stake of 11,409 shares — an estimated $1.87M sold.

Cypress Wealth Advisors first reported a position in UNH in Q2 2015 and held it in 8 quarters. The position peaked at $1.87M in Q1 2017. 1,488 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining UnitedHealth position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 11,409 UnitedHealth shares in Q2 2017, an estimated $1.87M.
  • Cypress Wealth Advisors first reported a position in UnitedHealth in Q2 2015 and held it in 8 quarters.
  • Cypress Wealth Advisors's UnitedHealth position peaked at $1.87M in Q1 2017.
  • 1,488 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.