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B. Riley Wealth Management’s United Airlines UAL Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-912
Closed -$48K – 707
2015
Q2 		$48K Buy
+912
New +$52.8K 0.04% 420
2015
Q1 		– Sell
-4,000
Closed -$267K – 1097
2014
Q4 		$267K Sell
4,000
-1,300
-25% -$72K 0.22% 120
2014
Q3 		$247K Buy
+5,300
New +$246K 0.18% 151

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

B. Riley Wealth Management's UAL Position: Q3 2015 in Review

B. Riley Wealth Management sold out of United Airlines (UAL) in Q3 2015, closing a stake of 912 shares — an estimated $48K sold.

B. Riley Wealth Management first reported a position in UAL in Q3 2014 and held it in 3 quarters. The position peaked at $267K in Q4 2014. 543 funds tracked by Wall St. Rank hold UAL as of Q3 2015.

  • B. Riley Wealth Management reported no remaining United Airlines position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 912 United Airlines shares in Q3 2015, an estimated $48K.
  • B. Riley Wealth Management first reported a position in United Airlines in Q3 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's United Airlines position peaked at $267K in Q4 2014.
  • 543 funds tracked by Wall St. Rank held United Airlines as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.