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Beach Point Capital Management’s United Airlines UAL Stock Holding History

Beach Point Capital 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
2014
Q3 		– Sell
-70,750
Closed -$2.91M – 28
2014
Q2 		$2.91M Hold
70,750
– – 0.57% 24
2014
Q1 		$3.16M Buy
+70,750
New +$3.18M 0.66% 24

Other funds holding UAL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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 $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Beach Point Capital Management's UAL Position: Q3 2014 in Review

Beach Point Capital Management sold out of United Airlines (UAL) in Q3 2014, closing a stake of 70,750 shares — an estimated $2.91M sold.

Beach Point Capital Management first reported a position in UAL in Q1 2014 and held it in 2 quarters. The position peaked at $3.16M in Q1 2014. 408 funds tracked by Wall St. Rank hold UAL as of Q3 2014.

  • Beach Point Capital Management reported no remaining United Airlines position as of Q3 2014 after selling out during the quarter.
  • Beach Point Capital Management sold 70,750 United Airlines shares in Q3 2014, an estimated $2.91M.
  • Beach Point Capital Management first reported a position in United Airlines in Q1 2014 and held it in 2 quarters.
  • Beach Point Capital Management's United Airlines position peaked at $3.16M in Q1 2014.
  • 408 funds tracked by Wall St. Rank held United Airlines as of Q3 2014.

Based on Beach Point Capital Management's 13F filing for Q3 2014, filed 6 Nov 2014.