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BRC Investment Management’s United Airlines UAL Stock Holding History

BRC 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
2016
Q2 		– Sell
-18,321
Closed -$1.1M – 155
2016
Q1 		$1.1M Sell
18,321
-709
-4% -$37.6K 0.16% 45
2015
Q4 		$1.09M Buy
+19,030
New +$1.1M 0.16% 51

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BRC Investment Management's UAL Position: Q2 2016 in Review

BRC Investment Management sold out of United Airlines (UAL) in Q2 2016, closing a stake of 18,321 shares — an estimated $1.1M sold.

BRC Investment Management first reported a position in UAL in Q4 2015 and held it in 2 quarters. The position peaked at $1.1M in Q1 2016. 523 funds tracked by Wall St. Rank hold UAL as of Q2 2016.

  • BRC Investment Management reported no remaining United Airlines position as of Q2 2016 after selling out during the quarter.
  • BRC Investment Management sold 18,321 United Airlines shares in Q2 2016, an estimated $1.1M.
  • BRC Investment Management first reported a position in United Airlines in Q4 2015 and held it in 2 quarters.
  • BRC Investment Management's United Airlines position peaked at $1.1M in Q1 2016.
  • 523 funds tracked by Wall St. Rank held United Airlines as of Q2 2016.

Based on BRC Investment Management's 13F filing for Q2 2016, filed 5 Aug 2016.