New England Private Wealth Advisors’s UnitedHealth UNH Stock Holding History

New England Private 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
2015 Q4	–	Sell	-1,900	Closed	-$220K	–	129
2015 Q3	$220K	Hold	1,900	–	–	0.09%	95
2015 Q2	$232K	Buy	+1,900	New	+$225K	0.09%	91

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

New England Private Wealth Advisors's UNH Position: Q4 2015 in Review

New England Private Wealth Advisors sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 1,900 shares — an estimated $220K sold.

New England Private Wealth Advisors first reported a position in UNH in Q2 2015 and held it in 2 quarters. The position peaked at $232K in Q2 2015. 1,218 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

New England Private Wealth Advisors reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
New England Private Wealth Advisors sold 1,900 UnitedHealth shares in Q4 2015, an estimated $220K.
New England Private Wealth Advisors first reported a position in UnitedHealth in Q2 2015 and held it in 2 quarters.
New England Private Wealth Advisors's UnitedHealth position peaked at $232K in Q2 2015.
1,218 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on New England Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.