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ERTS Wealth Advisors’s United Airlines UAL Stock Holding History

ERTS Wealth 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
2019
Q1 		– Sell
-100
Closed -$8K – 286
2018
Q4 		$8K Buy
+100
New +$8.78K 0.01% 254

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

ERTS Wealth Advisors's UAL Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of United Airlines (UAL) in Q1 2019, closing a stake of 100 shares — an estimated $8K sold.

ERTS Wealth Advisors first reported a position in UAL in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 606 funds tracked by Wall St. Rank hold UAL as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining United Airlines position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 100 United Airlines shares in Q1 2019, an estimated $8K.
  • ERTS Wealth Advisors first reported a position in United Airlines in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's United Airlines position peaked at $8K in Q4 2018.
  • 606 funds tracked by Wall St. Rank held United Airlines as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.