Ironwood Financial’s UnitedHealth UNH Stock Holding History

Ironwood Financial’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
2015 Q1	–	Sell	-6	Closed	-$1K	–	439
2014 Q4	$1K	Buy	+6	New	+$569	﹤0.01%	283

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

ClearBridge Investments New York $115B AUM 24.78% 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

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

Ironwood Financial's UNH Position: Q1 2015 in Review

Ironwood Financial sold out of UnitedHealth (UNH) in Q1 2015, closing a stake of 6 shares — an estimated $1K sold.

Ironwood Financial first reported a position in UNH in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 1,162 funds tracked by Wall St. Rank hold UNH as of Q1 2015.

Ironwood Financial reported no remaining UnitedHealth position as of Q1 2015 after selling out during the quarter.
Ironwood Financial sold 6 UnitedHealth shares in Q1 2015, an estimated $1K.
Ironwood Financial first reported a position in UnitedHealth in Q4 2014 and held it in 1 quarter.
Ironwood Financial's UnitedHealth position peaked at $1K in Q4 2014.
1,162 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2015.

Based on Ironwood Financial's 13F filing for Q1 2015, filed 6 May 2015.