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National Planning Corporation’s UnitedHealth UNH Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-1,502
Closed -$294K – 566
2017
Q3 		$294K Sell
1,502
-85
-5% -$16.4K 0.02% 534
2017
Q2 		$296K Sell
1,587
-259
-14% -$45.4K 0.02% 564
2017
Q1 		$305K Sell
1,846
-1,105
-37% -$181K 0.02% 512
2016
Q4 		$474K Buy
2,951
+459
+18% +$68.6K 0.04% 385
2016
Q3 		$354K Sell
2,492
-681
-21% -$95.4K 0.03% 443
2016
Q2 		$454K Buy
3,173
+1,507
+90% +$201K 0.04% 398
2016
Q1 		$220K Sell
1,666
-2,414
-59% -$286K 0.02% 558
2015
Q4 		$456K Buy
4,080
+1,851
+83% +$216K 0.04% 423
2015
Q3 		$256K Buy
+2,229
New +$267K 0.02% 499
2015
Q1 		– Sell
-2,789
Closed -$279K – 1977
2014
Q4 		$279K Buy
2,789
+279
+11% +$26.4K 0.02% 556
2014
Q3 		$216K Sell
2,510
-225
-8% -$19K 0.02% 645
2014
Q2 		$224K Buy
2,735
+16
+0.6% +$1.26K 0.02% 648
2014
Q1 		$222K Sell
2,719
-50
-2% -$3.76K 0.02% 614
2013
Q4 		$212K Buy
+2,769
New +$199K 0.02% 618

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

National Planning Corporation's UNH Position: Q4 2017 in Review

National Planning Corporation sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 1,502 shares — an estimated $294K sold.

National Planning Corporation first reported a position in UNH in Q4 2013 and held it in 14 quarters. The position peaked at $474K in Q4 2016. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • National Planning Corporation reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 1,502 UnitedHealth shares in Q4 2017, an estimated $294K.
  • National Planning Corporation first reported a position in UnitedHealth in Q4 2013 and held it in 14 quarters.
  • National Planning Corporation's UnitedHealth position peaked at $474K in Q4 2016.
  • 1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.