Charles Schwab’s UNITED ONLINE INC COM NEW UNTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-18,164
| Closed | -$200K | – | 3104 |
|
|
2016
Q2 | $200K | Sell |
18,164
-156,507
| -90% | -$1.72M | ﹤0.01% | 2944 |
|
|
2016
Q1 | $2.02M | Sell |
174,671
-54,128
| -24% | -$607K | ﹤0.01% | 2042 |
|
|
2015
Q4 | $2.7M | Buy |
228,799
+71,766
| +46% | +$810K | ﹤0.01% | 1921 |
|
|
2015
Q3 | $1.57M | Buy |
157,033
+112,707
| +254% | +$1.43M | ﹤0.01% | 2201 |
|
|
2015
Q2 | $695K | Buy |
+44,326
| New | +$733K | ﹤0.01% | 2559 |
|
|
2015
Q1 | – | Sell |
-17,849
| Closed | -$260K | – | 3090 |
|
|
2014
Q4 | $260K | Buy |
+17,849
| New | +$224K | ﹤0.01% | 2906 |
|
|
2014
Q3 | – | Sell |
-15,308
| Closed | -$160K | – | 3089 |
|
|
2014
Q2 | $160K | Sell |
15,308
-78,112
| -84% | -$847K | ﹤0.01% | 3031 |
|
|
2014
Q1 | $1.08M | Buy |
93,420
+28,167
| +43% | +$331K | ﹤0.01% | 2249 |
|
|
2013
Q4 | $898K | Sell |
65,253
-59,397
| -48% | -$1.81M | ﹤0.01% | 2309 |
|
|
2013
Q3 | $7.18M | Buy |
124,650
+380
| +0.3% | +$21.4K | 0.01% | 878 |
|
|
2013
Q2 | $6.79M | Buy |
+124,270
| New | +$5.79M | 0.02% | 797 |
|
Charles Schwab's UNTD Position: Q3 2016 in Review
Charles Schwab sold out of UNITED ONLINE INC COM NEW (UNTD) in Q3 2016, closing a stake of 18,164 shares — an estimated $200K sold.
Charles Schwab first reported a position in UNTD in Q2 2013 and held it in 11 quarters. The position peaked at $7.18M in Q3 2013. 0 funds tracked by Wall St. Rank hold UNTD as of Q3 2016.
- Charles Schwab reported no remaining UNITED ONLINE INC COM NEW position as of Q3 2016 after selling out during the quarter.
- Charles Schwab sold 18,164 UNITED ONLINE INC COM NEW shares in Q3 2016, an estimated $200K.
- Charles Schwab first reported a position in UNITED ONLINE INC COM NEW in Q2 2013 and held it in 11 quarters.
- Charles Schwab's UNITED ONLINE INC COM NEW position peaked at $7.18M in Q3 2013.
- 0 funds tracked by Wall St. Rank held UNITED ONLINE INC COM NEW as of Q3 2016.
Based on Charles Schwab's 13F filing for Q3 2016, filed 14 Nov 2016.