First New York Securities’s UnitedHealth UNH Stock Holding History

First New York Securities’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
2015 Q3	–	Sell	-1,100	Closed	-$134K	–	476
2015 Q2	$134K	Buy	+1,100	New	+$130K	0.07%	108
2014 Q4	–	Sell	-1,200	Closed	-$104K	–	526
2014 Q3	$104K	Buy	+1,200	New	+$101K	0.07%	175

Other funds holding UNH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First New York Securities's UNH Position: Q3 2015 in Review

First New York Securities sold out of UnitedHealth (UNH) in Q3 2015, closing a stake of 1,100 shares — an estimated $134K sold.

First New York Securities first reported a position in UNH in Q3 2014 and held it in 2 quarters. The position peaked at $134K in Q2 2015. 1,206 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

First New York Securities reported no remaining UnitedHealth position as of Q3 2015 after selling out during the quarter.
First New York Securities sold 1,100 UnitedHealth shares in Q3 2015, an estimated $134K.
First New York Securities first reported a position in UnitedHealth in Q3 2014 and held it in 2 quarters.
First New York Securities's UnitedHealth position peaked at $134K in Q2 2015.
1,206 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on First New York Securities's 13F filing for Q3 2015, filed 27 Oct 2015.