Vector Wealth Management’s UnitedHealth UNH Stock Holding History

Vector Wealth Management’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 Q4	$760K	Sell	4,751 -709	-13%	-$106K	0.53%	29
2016 Q3	$764K	Sell	5,460 -9	-0.2%	-$1.26K	0.52%	29
2016 Q2	$772K	Sell	5,469 -71	-1%	-$9.47K	0.53%	27
2016 Q1	$714K	Buy	5,540 +869	+19%	+$103K	0.53%	27
2015 Q4	$550K	Buy	4,671 +38	+0.8%	+$4.44K	0.43%	32
2015 Q3	$522K	Sell	4,633 -983	-18%	-$118K	0.41%	33
2015 Q2	$685K	Buy	5,616 +132	+2%	+$15.6K	0.54%	25
2015 Q1	$649K	Sell	5,484 -995	-15%	-$111K	0.53%	22
2014 Q4	$655K	Buy	6,479 +805	+14%	+$76.3K	0.49%	19
2014 Q3	$489K	Buy	5,674 +7	+0.1%	+$592	0.36%	26
2014 Q2	$463K	Buy	5,667 +806	+17%	+$63.4K	0.34%	27
2014 Q1	$399K	Sell	4,861 -175	-3%	-$13.2K	0.29%	30
2013 Q4	$379K	Sell	5,036 -176	-3%	-$12.6K	0.27%	31
2013 Q3	$373K	Buy	5,212 +9	+0.2%	+$644	0.27%	36
2013 Q2	$341K	Buy	+5,203	New	+$324K	0.25%	37

Other funds holding UNH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BIT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vector Wealth Management's UNH Position: Q4 2016 in Review

Vector Wealth Management reduced its UnitedHealth (UNH) stake by 13% in Q4 2016, selling an estimated $106K and leaving 4,751 shares worth $760K. The position accounts for 0.53% of the portfolio, ranked #29.

Vector Wealth Management first reported a position in UNH in Q2 2013 and has held it in 15 quarters since. The position peaked at $772K in Q2 2016. 1,412 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

Vector Wealth Management held 4,751 shares of UnitedHealth worth $760K as of Q4 2016.
Vector Wealth Management sold 709 UnitedHealth shares in Q4 2016, an estimated $106K.
UnitedHealth made up 0.53% of Vector Wealth Management's portfolio in Q4 2016, its #29 holding.
Vector Wealth Management first reported a position in UnitedHealth in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's UnitedHealth position peaked at $772K in Q2 2016.
1,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.