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Belmont Global Advisors’s United Airlines UAL Stock Holding History

Belmont Global Advisors’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
2016
Q3 		$525K Sell
10,000
-5,000
-33% -$241K 0.5% 43
2016
Q2 		$616K Buy
+15,000
New +$710K 0.59% 35

Other funds holding UAL

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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Belmont Global Advisors's UAL Position: Q3 2016 in Review

Belmont Global Advisors reduced its United Airlines (UAL) stake by 33% in Q3 2016, selling an estimated $241K and leaving 10,000 shares worth $525K. The position accounts for 0.5% of the portfolio, ranked #43.

Belmont Global Advisors first reported a position in UAL in Q2 2016 and has held it in 2 quarters since. The position peaked at $616K in Q2 2016. 538 funds tracked by Wall St. Rank hold UAL as of Q3 2016.

  • Belmont Global Advisors held 10,000 shares of United Airlines worth $525K as of Q3 2016.
  • Belmont Global Advisors sold 5,000 United Airlines shares in Q3 2016, an estimated $241K.
  • United Airlines made up 0.5% of Belmont Global Advisors's portfolio in Q3 2016, its #43 holding.
  • Belmont Global Advisors first reported a position in United Airlines in Q2 2016 and has held it in 2 quarters since.
  • Belmont Global Advisors's United Airlines position peaked at $616K in Q2 2016.
  • 538 funds tracked by Wall St. Rank held United Airlines as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.