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	–	686
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	–	598
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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

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

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

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return