Blue Bell Private Wealth Management’s United Airlines UAL Stock Holding History

Blue Bell Private 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
2016 Q4	–	Sell	-850	Closed	-$45K	–	389
2016 Q3	$45K	Hold	850	–	–	0.03%	220
2016 Q2	$35K	Hold	850	–	–	0.02%	243
2016 Q1	$51K	Hold	850	–	–	0.03%	219
2015 Q4	$49K	Hold	850	–	–	0.03%	218
2015 Q3	$45K	Sell	850 -200	-19%	-$11.3K	0.03%	229
2015 Q2	$56K	Hold	1,050	–	–	0.03%	207
2015 Q1	$70K	Hold	1,050	–	–	0.04%	178
2014 Q4	$70K	Hold	1,050	–	–	0.04%	191
2014 Q3	$49K	Hold	1,050	–	–	0.03%	233
2014 Q2	$43K	Hold	1,050	–	–	0.03%	235
2014 Q1	$47K	Hold	1,050	–	–	0.03%	193
2013 Q4	$40K	Buy	+1,050	New	+$36.8K	0.03%	215

Other funds holding UAL

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blue Bell Private Wealth Management's UAL Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of United Airlines (UAL) in Q4 2016, closing a stake of 850 shares — an estimated $45K sold.

Blue Bell Private Wealth Management first reported a position in UAL in Q4 2013 and held it in 12 quarters. The position peaked at $70K in Q1 2015. 562 funds tracked by Wall St. Rank hold UAL as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining United Airlines position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 850 United Airlines shares in Q4 2016, an estimated $45K.
Blue Bell Private Wealth Management first reported a position in United Airlines in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's United Airlines position peaked at $70K in Q1 2015.
562 funds tracked by Wall St. Rank held United Airlines as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.