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Reilly Financial Advisors’s Humana HUM Stock Holding History

Reilly Financial Advisors’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-30
Closed -$5K – 885
2016
Q1 		$5K Hold
30
– – ﹤0.01% 907
2015
Q4 		$5K Buy
+30
New +$5.26K ﹤0.01% 924

Other funds holding HUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Reilly Financial Advisors's HUM Position: Q3 2017 in Review

Reilly Financial Advisors sold out of Humana (HUM) in Q3 2017, closing a stake of 30 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in HUM in Q3 2015 and held it in 6 quarters. The position peaked at $97K in Q4 2016. 655 funds tracked by Wall St. Rank hold HUM as of Q3 2017.

  • Reilly Financial Advisors reported no remaining Humana position as of Q3 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 30 Humana shares in Q3 2017, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Humana in Q3 2015 and held it in 6 quarters.
  • Reilly Financial Advisors's Humana position peaked at $97K in Q4 2016.
  • 655 funds tracked by Wall St. Rank held Humana as of Q3 2017.

Based on Reilly Financial Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.