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Delphi Private Advisors’s United Airlines UAL Stock Holding History

Delphi Private 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
2017
Q3 		– Sell
-505
Closed -$30K – 101
2017
Q2 		$30K Buy
+505
New +$38.1K 0.06% 55
2017
Q1 		– Sell
-12
Closed -$1K – 281
2016
Q4 		$1K Sell
12
-107
-90% -$6.82K ﹤0.01% 245
2016
Q3 		$6K Sell
119
-74
-38% -$3.56K 0.01% 147
2016
Q2 		$8K Sell
193
-312
-62% -$14.8K 0.01% 155
2016
Q1 		$30K Buy
505
+347
+220% +$18.4K 0.05% 69
2015
Q4 		$9K Buy
+158
New +$9.12K 0.02% 168

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BlackRock
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PCM
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T. Rowe Price Associates
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ACM
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return