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Integrated Wealth Counsel’s UnitedHealth UNH Stock Holding History

Integrated Wealth Counsel’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
2014
Q2 		– Sell
-29
Closed -$2K – 150
2014
Q1 		$2K Hold
29
– – ﹤0.01% 157
2013
Q4 		$2K Hold
29
– – ﹤0.01% 184
2013
Q3 		$2.08K Buy
+29
New +$2.08K ﹤0.01% 182

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Capital Research Global Investors
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

Integrated Wealth Counsel's UNH Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of UnitedHealth (UNH) in Q2 2014, closing a stake of 29 shares — an estimated $2K sold.

Integrated Wealth Counsel first reported a position in UNH in Q3 2013 and held it in 3 quarters. The position peaked at $2.08K in Q3 2013. 963 funds tracked by Wall St. Rank hold UNH as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining UnitedHealth position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 29 UnitedHealth shares in Q2 2014, an estimated $2K.
  • Integrated Wealth Counsel first reported a position in UnitedHealth in Q3 2013 and held it in 3 quarters.
  • Integrated Wealth Counsel's UnitedHealth position peaked at $2.08K in Q3 2013.
  • 963 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.