Tower Trust’s UnitedHealth UNH Stock Holding History

Tower Trust’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
2014 Q1	$249K	Hold	3,032	–	–	0.16%	145
2013 Q4	$228K	Buy	+3,032	New	+$218K	0.14%	156

Other funds holding UNH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Tower Trust's UNH Position: Q1 2014 in Review

Tower Trust held its UnitedHealth (UNH) position steady in Q1 2014 at 3,032 shares worth $249K. The position accounts for 0.16% of the portfolio, ranked #145.

Tower Trust first reported a position in UNH in Q4 2013 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold UNH as of Q1 2014.

Tower Trust held 3,032 shares of UnitedHealth worth $249K as of Q1 2014.
Tower Trust left its UnitedHealth share count unchanged in Q1 2014.
UnitedHealth made up 0.16% of Tower Trust's portfolio in Q1 2014, its #145 holding.
Tower Trust first reported a position in UnitedHealth in Q4 2013 and has held it in 2 quarters since.
954 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.