MSI Financial Services’s UnitedHealth UNH Stock Holding History

MSI 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
2016 Q4	$5.13M	Buy	32,032 +1,708	+6%	+$255K	0.17%	140
2016 Q3	$4.25M	Buy	30,324 +3,279	+12%	+$459K	0.15%	153
2016 Q2	$3.82M	Buy	27,045 +4,869	+22%	+$649K	0.14%	164
2016 Q1	$2.86M	Buy	22,176 +3,450	+18%	+$408K	0.12%	181
2015 Q4	$2.2M	Buy	18,726 +7,732	+70%	+$904K	0.1%	208
2015 Q3	$1.27M	Sell	10,994 -528	-5%	-$63.2K	0.1%	213
2015 Q2	$1.41M	Buy	11,522 +2,412	+26%	+$285K	0.1%	225
2015 Q1	$1.08M	Buy	9,110 +2,509	+38%	+$279K	0.08%	290
2014 Q4	$667K	Buy	6,601 +74	+1%	+$7.01K	0.07%	299
2014 Q3	$563K	Buy	6,527 +1,963	+43%	+$166K	0.07%	322
2014 Q2	$373K	Sell	4,564 -416	-8%	-$32.7K	0.05%	395
2014 Q1	$408K	Sell	4,980 -3,213	-39%	-$242K	0.06%	347
2013 Q4	$617K	Buy	8,193 +2,385	+41%	+$171K	0.09%	249
2013 Q3	$416K	Sell	5,808 -2,210	-28%	-$158K	0.07%	288
2013 Q2	$525K	Buy	+8,018	New	+$499K	0.11%	221

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MSI Financial Services's UNH Position: Q4 2016 in Review

MSI Financial Services increased its UnitedHealth (UNH) stake by 5.6% in Q4 2016, buying an estimated $255K and bringing the position to 32,032 shares worth $5.13M. The position accounts for 0.17% of the portfolio, ranked #140.

MSI Financial Services first reported a position in UNH in Q2 2013 and has held it in 15 quarters since. 1,412 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

MSI Financial Services held 32,032 shares of UnitedHealth worth $5.13M as of Q4 2016.
MSI Financial Services bought 1,708 UnitedHealth shares in Q4 2016, an estimated $255K.
UnitedHealth made up 0.17% of MSI Financial Services's portfolio in Q4 2016, its #140 holding.
MSI Financial Services first reported a position in UnitedHealth in Q2 2013 and has held it in 15 quarters since.
1,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.