Integrated Wealth Management (Palm Desert)’s UnitedHealth UNH Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$225K	Buy	+1,373	New	+$225K	0.08%	232
2016 Q4	–	Sell	-1,135	Closed	-$159K	–	966
2016 Q3	$159K	Buy	1,135 +31	+3%	+$4.34K	0.06%	259
2016 Q2	$156K	Hold	1,104	–	–	0.06%	251
2016 Q1	$142K	Sell	1,104 -110	-9%	-$13K	0.06%	240
2015 Q4	$143K	Buy	1,214 +83	+7%	+$9.7K	0.06%	239
2015 Q3	$131K	Hold	1,131	–	–	0.06%	241
2015 Q2	$138K	Buy	1,131 +282	+33%	+$33.4K	0.05%	240
2015 Q1	$100K	Buy	+849	New	+$94.3K	0.04%	271

Other funds holding UNH

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 $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Integrated Wealth Management (Palm Desert)'s UNH Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) opened a new position in UnitedHealth (UNH) in Q1 2017: 1,373 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #232 among its holdings. This is a return to the name: Integrated Wealth Management (Palm Desert) previously reported a position in UNH as recently as Q3 2016.

Integrated Wealth Management (Palm Desert) first reported a position in UNH in Q1 2015 and has held it in 8 quarters since. 1,452 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 1,373 shares of UnitedHealth worth $225K as of Q1 2017.
UnitedHealth was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
UnitedHealth made up 0.08% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #232 holding.
Integrated Wealth Management (Palm Desert) first reported a position in UnitedHealth in Q1 2015 and has held it in 8 quarters since.
1,452 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.