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Beach Investment Management’s United Airlines UAL Stock Holding History

Beach Investment 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
2017
Q1 		– Sell
-5,220
Closed -$380K – 49
2016
Q4 		$380K Buy
+5,220
New +$333K 0.65% 38
2016
Q3 		– Sell
-13,920
Closed -$571K – 41
2016
Q2 		$571K Sell
13,920
-7,810
-36% -$370K 1.15% 31
2016
Q1 		$1.3M Buy
21,730
+410
+2% +$21.8K 2.37% 20
2015
Q4 		$1.22M Sell
21,320
-4,620
-18% -$267K 2.15% 19
2015
Q3 		$1.38M Buy
25,940
+7,690
+42% +$434K 2.87% 14
2015
Q2 		$967K Sell
18,250
-18,270
-50% -$1.06M 1.45% 27
2015
Q1 		$2.46M Hold
36,520
– – 3.62% 8
2014
Q4 		$2.44M Hold
36,520
– – 3.43% 7
2014
Q3 		$1.71M Sell
36,520
-11,550
-24% -$536K 2.5% 13
2014
Q2 		$1.97M Buy
48,070
+720
+2% +$31K 2.71% 11
2014
Q1 		$2.11M Sell
47,350
-16,080
-25% -$723K 2.79% 12
2013
Q4 		$2.4M Sell
63,430
-26,550
-30% -$930K 3.33% 7
2013
Q3 		$2.76M Buy
89,980
+29,050
+48% +$935K 4.25% 5
2013
Q2 		$1.91M Buy
+60,930
New +$1.94M 3.33% 9

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

Beach Investment Management's UAL Position: Q1 2017 in Review

Beach Investment Management sold out of United Airlines (UAL) in Q1 2017, closing a stake of 5,220 shares — an estimated $380K sold.

Beach Investment Management first reported a position in UAL in Q2 2013 and held it in 14 quarters. The position peaked at $2.76M in Q3 2013. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

  • Beach Investment Management reported no remaining United Airlines position as of Q1 2017 after selling out during the quarter.
  • Beach Investment Management sold 5,220 United Airlines shares in Q1 2017, an estimated $380K.
  • Beach Investment Management first reported a position in United Airlines in Q2 2013 and held it in 14 quarters.
  • Beach Investment Management's United Airlines position peaked at $2.76M in Q3 2013.
  • 570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on Beach Investment Management's 13F filing for Q1 2017, filed 5 May 2017.