Investors Capital Advisory Services’s UnitedHealth UNH Stock Holding History

Investors Capital Advisory Services’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	$430K	Buy	3,053 +69	+2%	+$9.2K	0.08%	320
2016 Q1	$384K	Sell	2,984 -415	-12%	-$49.1K	0.08%	349
2015 Q4	$399K	Sell	3,399 -20	-0.6%	-$2.34K	0.08%	360
2015 Q3	$396K	Sell	3,419 -11	-0.3%	-$1.32K	0.08%	355
2015 Q2	$418K	Buy	3,430 +507	+17%	+$60K	0.08%	372
2015 Q1	$344K	Buy	2,923 +204	+8%	+$22.7K	0.06%	417
2014 Q4	$274K	Sell	2,719 -15	-0.5%	-$1.42K	0.05%	473
2014 Q3	$235K	Sell	2,734 -1,250	-31%	-$106K	0.05%	515
2014 Q2	$324K	Buy	3,984 +446	+13%	+$35.1K	0.05%	453
2014 Q1	$289K	Buy	3,538 +226	+7%	+$17K	0.06%	418
2013 Q4	$249K	Sell	3,312 -605	-15%	-$43.5K	0.06%	422
2013 Q3	$280K	Buy	+3,917	New	+$280K	0.07%	377

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

Investors Capital Advisory Services's UNH Position: Q2 2016 in Review

Investors Capital Advisory Services increased its UnitedHealth (UNH) stake by 2.3% in Q2 2016, buying an estimated $9.2K and bringing the position to 3,053 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #320.

Investors Capital Advisory Services first reported a position in UNH in Q3 2013 and has held it in 12 quarters since. 1,263 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

Investors Capital Advisory Services held 3,053 shares of UnitedHealth worth $430K as of Q2 2016.
Investors Capital Advisory Services bought 69 UnitedHealth shares in Q2 2016, an estimated $9.2K.
UnitedHealth made up 0.08% of Investors Capital Advisory Services's portfolio in Q2 2016, its #320 holding.
Investors Capital Advisory Services first reported a position in UnitedHealth in Q3 2013 and has held it in 12 quarters since.
1,263 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.