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Bellwether Investment Group’s United Airlines UAL Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-43
Closed -$3K – 581
2017
Q1 		$3K Sell
43
-22
-34% -$1.59K 0.01% 691
2016
Q4 		$5K Buy
+65
New +$4.14K ﹤0.01% 792

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
BlackRock
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bellwether Investment Group's UAL Position: Q2 2017 in Review

Bellwether Investment Group sold out of United Airlines (UAL) in Q2 2017, closing a stake of 43 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in UAL in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 597 funds tracked by Wall St. Rank hold UAL as of Q2 2017.

  • Bellwether Investment Group reported no remaining United Airlines position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 43 United Airlines shares in Q2 2017, an estimated $3K.
  • Bellwether Investment Group first reported a position in United Airlines in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's United Airlines position peaked at $5K in Q4 2016.
  • 597 funds tracked by Wall St. Rank held United Airlines as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.