First Niagara Bank’s UnitedHealth UNH Stock Holding History

First Niagara Bank’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
2016 Q2	$2.35M	Sell	16,677 -2,652	-14%	-$354K	0.67%	40
2016 Q1	$2.49M	Sell	19,329 -3,328	-15%	-$394K	0.73%	38
2015 Q4	$2.67M	Sell	22,657 -5,472	-19%	-$640K	0.74%	39
2015 Q3	$3.26M	Sell	28,129 -2,663	-9%	-$319K	0.86%	34
2015 Q2	$3.76M	Buy	30,792 +181	+0.6%	+$21.4K	0.84%	34
2015 Q1	$3.62M	Buy	30,611 +490	+2%	+$54.4K	0.8%	35
2014 Q4	$3.04M	Sell	30,121 -1,643	-5%	-$156K	0.65%	39
2014 Q3	$2.74M	Buy	31,764 +287	+0.9%	+$24.3K	0.58%	45
2014 Q2	$2.57M	Sell	31,477 -3,379	-10%	-$266K	0.53%	50
2014 Q1	$2.86M	Sell	34,856 -1,730	-5%	-$130K	0.57%	48
2013 Q4	$2.75M	Buy	36,586 +614	+2%	+$44.1K	0.53%	50
2013 Q3	$2.58M	Buy	35,972 +974	+3%	+$69.7K	0.55%	51
2013 Q2	$2.29M	Buy	+34,998	New	+$2.18M	0.48%	54

Other funds holding UNH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

BIT

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

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

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

First Niagara Bank's UNH Position: Q2 2016 in Review

First Niagara Bank reduced its UnitedHealth (UNH) stake by 14% in Q2 2016, selling an estimated $354K and leaving 16,677 shares worth $2.35M. The position accounts for 0.67% of the portfolio, ranked #40.

First Niagara Bank first reported a position in UNH in Q2 2013 and has held it in 13 quarters since. The position peaked at $3.76M in Q2 2015. 1,264 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

First Niagara Bank held 16,677 shares of UnitedHealth worth $2.35M as of Q2 2016.
First Niagara Bank sold 2,652 UnitedHealth shares in Q2 2016, an estimated $354K.
UnitedHealth made up 0.67% of First Niagara Bank's portfolio in Q2 2016, its #40 holding.
First Niagara Bank first reported a position in UnitedHealth in Q2 2013 and has held it in 13 quarters since.
First Niagara Bank's UnitedHealth position peaked at $3.76M in Q2 2015.
1,264 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on First Niagara Bank's 13F filing for Q2 2016, filed 25 Jul 2016.