J.P. Turner & Co Capital Management’s UnitedHealth UNH Stock Holding History

J.P. Turner & Co Capital Management’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 Q3	$244K	Sell	2,108 -180	-8%	-$21.5K	0.25%	133
2015 Q2	$276K	Buy	+2,288	New	+$271K	0.21%	159
2015 Q1	–	Sell	-2,493	Closed	-$253K	–	226
2014 Q4	$253K	Buy	+2,493	New	+$236K	0.24%	133

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

J.P. Turner & Co Capital Management's UNH Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its UnitedHealth (UNH) stake by 7.9% in Q3 2015, selling an estimated $21.5K and leaving 2,108 shares worth $244K. The position accounts for 0.25% of the portfolio, ranked #133.

J.P. Turner & Co Capital Management first reported a position in UNH in Q4 2014 and has held it in 3 quarters since. The position peaked at $276K in Q2 2015. 1,204 funds tracked by Wall St. Rank hold UNH as of Q3 2015.

J.P. Turner & Co Capital Management held 2,108 shares of UnitedHealth worth $244K as of Q3 2015.
J.P. Turner & Co Capital Management sold 180 UnitedHealth shares in Q3 2015, an estimated $21.5K.
UnitedHealth made up 0.25% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #133 holding.
J.P. Turner & Co Capital Management first reported a position in UnitedHealth in Q4 2014 and has held it in 3 quarters since.
J.P. Turner & Co Capital Management's UnitedHealth position peaked at $276K in Q2 2015.
1,204 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.