US Financial Advisors’s UnitedHealth UNH Stock Holding History

US Financial 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
2016 Q2	–	Sell	-24	Closed	-$3K	–	374
2016 Q1	$3K	Sell	24 -45	-65%	-$5.32K	0.01%	303
2015 Q4	$8K	Hold	69	–	–	0.01%	343
2015 Q3	$8K	Hold	69	–	–	0.01%	275
2015 Q2	$8K	Buy	69 +24	+53%	+$2.84K	0.01%	250
2015 Q1	$5K	Hold	45	–	–	﹤0.01%	315
2014 Q4	$5K	Buy	+45	New	+$4.26K	﹤0.01%	293

Other funds holding UNH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Financial Advisors's UNH Position: Q2 2016 in Review

US Financial Advisors sold out of UnitedHealth (UNH) in Q2 2016, closing a stake of 24 shares — an estimated $3K sold.

US Financial Advisors first reported a position in UNH in Q4 2014 and held it in 6 quarters. The position peaked at $8K in Q4 2015. 1,266 funds tracked by Wall St. Rank hold UNH as of Q2 2016.

US Financial Advisors reported no remaining UnitedHealth position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 24 UnitedHealth shares in Q2 2016, an estimated $3K.
US Financial Advisors first reported a position in UnitedHealth in Q4 2014 and held it in 6 quarters.
US Financial Advisors's UnitedHealth position peaked at $8K in Q4 2015.
1,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.