Lebenthal Wealth Advisors’s UnitedHealth UNH Stock Holding History

Lebenthal Wealth Advisors’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	$645K	Buy	+4,565	New	+$609K	1.9%	12

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

Lebenthal Wealth Advisors's UNH Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2016: 4,565 shares worth $645K. The stake represents 1.9% of the portfolio and ranks #12 among its holdings.

1,263 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

Lebenthal Wealth Advisors held 4,565 shares of UnitedHealth worth $645K as of Q2 2016.
UnitedHealth was a new Lebenthal Wealth Advisors position in Q2 2016.
UnitedHealth made up 1.9% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #12 holding.
1,263 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.