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Concert Wealth Management’s United Airlines UAL Stock Holding History

Concert 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
2015
Q1 		– Sell
-3,077
Closed -$207K – 619
2014
Q4 		$207K Buy
+3,077
New +$170K 0.03% 570

Other funds holding UAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Concert Wealth Management's UAL Position: Q1 2015 in Review

Concert Wealth Management sold out of United Airlines (UAL) in Q1 2015, closing a stake of 3,077 shares — an estimated $207K sold.

Concert Wealth Management first reported a position in UAL in Q4 2014 and held it in 1 quarter. The position peaked at $207K in Q4 2014. 502 funds tracked by Wall St. Rank hold UAL as of Q1 2015.

  • Concert Wealth Management reported no remaining United Airlines position as of Q1 2015 after selling out during the quarter.
  • Concert Wealth Management sold 3,077 United Airlines shares in Q1 2015, an estimated $207K.
  • Concert Wealth Management first reported a position in United Airlines in Q4 2014 and held it in 1 quarter.
  • Concert Wealth Management's United Airlines position peaked at $207K in Q4 2014.
  • 502 funds tracked by Wall St. Rank held United Airlines as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.