Archford Capital Strategies’s United Airlines UAL Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-49	Closed	-$3K	–	677
2018 Q2	$3K	Hold	49	–	–	﹤0.01%	559
2018 Q1	$3K	Buy	+49	New	+$3.38K	﹤0.01%	492
2017 Q2	–	Sell	-49	Closed	-$3K	–	597
2017 Q1	$3K	Hold	49	–	–	﹤0.01%	568
2016 Q4	$3K	Hold	49	–	–	﹤0.01%	486
2016 Q3	$2K	Hold	49	–	–	﹤0.01%	555
2016 Q2	$2K	Buy	+49	New	+$2.32K	﹤0.01%	597
2016 Q1	–	Sell	-49	Closed	-$3K	–	575
2015 Q4	$3K	Hold	49	–	–	﹤0.01%	668
2015 Q3	$3K	Hold	49	–	–	﹤0.01%	531
2015 Q2	$3K	Hold	49	–	–	﹤0.01%	453
2015 Q1	$3.29K	Hold	49	–	–	﹤0.01%	433
2014 Q4	$3K	Hold	49	–	–	﹤0.01%	474
2014 Q3	$2K	Hold	49	–	–	﹤0.01%	536
2014 Q2	$2.01K	Hold	49	–	–	﹤0.01%	693
2014 Q1	$2.19K	Buy	+49	New	+$2.2K	﹤0.01%	640

Other funds holding UAL

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Archford Capital Strategies's UAL Position: Q3 2018 in Review

Archford Capital Strategies sold out of United Airlines (UAL) in Q3 2018, closing a stake of 49 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in UAL in Q1 2014 and held it in 14 quarters. The position peaked at $3.29K in Q1 2015. 581 funds tracked by Wall St. Rank hold UAL as of Q3 2018.

Archford Capital Strategies reported no remaining United Airlines position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 49 United Airlines shares in Q3 2018, an estimated $3K.
Archford Capital Strategies first reported a position in United Airlines in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's United Airlines position peaked at $3.29K in Q1 2015.
581 funds tracked by Wall St. Rank held United Airlines as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.