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Apriem Advisors’s United Airlines UAL Stock Holding History

Apriem Advisors’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-700
Closed -$51K – 726
2016
Q4 		$51K Buy
+700
New +$44.6K 0.02% 226
2015
Q2 		– Sell
-4,000
Closed -$269K – 683
2015
Q1 		$269K Buy
+4,000
New +$271K 0.09% 86

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Apriem Advisors's UAL Position: Q1 2017 in Review

Apriem Advisors sold out of United Airlines (UAL) in Q1 2017, closing a stake of 700 shares — an estimated $51K sold.

Apriem Advisors first reported a position in UAL in Q1 2015 and held it in 2 quarters. The position peaked at $269K in Q1 2015. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

  • Apriem Advisors reported no remaining United Airlines position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 700 United Airlines shares in Q1 2017, an estimated $51K.
  • Apriem Advisors first reported a position in United Airlines in Q1 2015 and held it in 2 quarters.
  • Apriem Advisors's United Airlines position peaked at $269K in Q1 2015.
  • 570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.