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Elite Wealth Management’s United Airlines UAL Stock Holding History

Elite 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
2014
Q4 		– Sell
-16,100
Closed -$753K – 424
2014
Q3 		$753K Buy
+16,100
New +$747K 0.68% 28

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Elite Wealth Management's UAL Position: Q4 2014 in Review

Elite Wealth Management sold out of United Airlines (UAL) in Q4 2014, closing a stake of 16,100 shares — an estimated $753K sold.

Elite Wealth Management first reported a position in UAL in Q3 2014 and held it in 1 quarter. The position peaked at $753K in Q3 2014. 473 funds tracked by Wall St. Rank hold UAL as of Q4 2014.

  • Elite Wealth Management reported no remaining United Airlines position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 16,100 United Airlines shares in Q4 2014, an estimated $753K.
  • Elite Wealth Management first reported a position in United Airlines in Q3 2014 and held it in 1 quarter.
  • Elite Wealth Management's United Airlines position peaked at $753K in Q3 2014.
  • 473 funds tracked by Wall St. Rank held United Airlines as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.