Independent Portfolio Consultants’s Humana HUM Stock Holding History

Independent Portfolio Consultants’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$125K	Buy	519 +94	+22%	+$21.3K	0.05%	377
2017 Q1	$88K	Buy	425 +295	+227%	+$61K	0.03%	470
2016 Q4	$27K	Buy	+130	New	+$24.8K	0.01%	600
2015 Q2	–	Sell	-21	Closed	-$4K	–	942
2015 Q1	$4K	Buy	+21	New	+$3.32K	﹤0.01%	781

Other funds holding HUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's HUM Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Humana (HUM) stake by 22% in Q2 2017, buying an estimated $21.3K and bringing the position to 519 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #377.

Independent Portfolio Consultants first reported a position in HUM in Q1 2015 and has held it in 4 quarters since. 636 funds tracked by Wall St. Rank hold HUM as of Q2 2017.

Independent Portfolio Consultants held 519 shares of Humana worth $125K as of Q2 2017.
Independent Portfolio Consultants bought 94 Humana shares in Q2 2017, an estimated $21.3K.
Humana made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #377 holding.
Independent Portfolio Consultants first reported a position in Humana in Q1 2015 and has held it in 4 quarters since.
636 funds tracked by Wall St. Rank held Humana as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.