KMS Financial Services’s UnitedHealth UNH Stock Holding History

KMS Financial 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
2014 Q3	$364K	Buy	4,235 +458	+12%	+$38.7K	0.05%	334
2014 Q2	$309K	Sell	3,777 -3,517	-48%	-$277K	0.04%	375
2014 Q1	$598K	Buy	7,294 +455	+7%	+$34.2K	0.09%	229
2013 Q4	$515K	Sell	6,839 -343	-5%	-$24.6K	0.09%	258
2013 Q3	$514K	Sell	7,182 -668	-9%	-$47.8K	0.13%	197
2013 Q2	$514K	Buy	+7,850	New	+$488K	0.14%	177

Other funds holding UNH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

KMS Financial Services's UNH Position: Q3 2014 in Review

KMS Financial Services increased its UnitedHealth (UNH) stake by 12% in Q3 2014, buying an estimated $38.7K and bringing the position to 4,235 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #334.

KMS Financial Services first reported a position in UNH in Q2 2013 and has held it in 6 quarters since. The position peaked at $598K in Q1 2014. 972 funds tracked by Wall St. Rank hold UNH as of Q3 2014.

KMS Financial Services held 4,235 shares of UnitedHealth worth $364K as of Q3 2014.
KMS Financial Services bought 458 UnitedHealth shares in Q3 2014, an estimated $38.7K.
UnitedHealth made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #334 holding.
KMS Financial Services first reported a position in UnitedHealth in Q2 2013 and has held it in 6 quarters since.
KMS Financial Services's UnitedHealth position peaked at $598K in Q1 2014.
972 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.