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First Allied Asset Management’s UnitedHealth UNH Stock Holding History

First Allied Asset Management’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
2013
Q3 		– Sell
-6,738
Closed -$441K – 206
2013
Q2 		$441K Buy
+6,738
New +$419K 0.06% 160

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Allied Asset Management's UNH Position: Q3 2013 in Review

First Allied Asset Management sold out of UnitedHealth (UNH) in Q3 2013, closing a stake of 6,738 shares — an estimated $441K sold.

First Allied Asset Management first reported a position in UNH in Q2 2013 and held it in 1 quarter. The position peaked at $441K in Q2 2013. 878 funds tracked by Wall St. Rank hold UNH as of Q3 2013.

  • First Allied Asset Management reported no remaining UnitedHealth position as of Q3 2013 after selling out during the quarter.
  • First Allied Asset Management sold 6,738 UnitedHealth shares in Q3 2013, an estimated $441K.
  • First Allied Asset Management first reported a position in UnitedHealth in Q2 2013 and held it in 1 quarter.
  • First Allied Asset Management's UnitedHealth position peaked at $441K in Q2 2013.
  • 878 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2013.

Based on First Allied Asset Management's 13F filing for Q3 2013, filed 7 Nov 2013.