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Financial Advocates Investment Management’s United Airlines UAL Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-56
Closed -$4K – 534
2017
Q4 		$4K Buy
+56
New +$3.49K ﹤0.01% 493

Other funds holding UAL

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Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Financial Advocates Investment Management's UAL Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of United Airlines (UAL) in Q1 2018, closing a stake of 56 shares — an estimated $4K sold.

Financial Advocates Investment Management first reported a position in UAL in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 550 funds tracked by Wall St. Rank hold UAL as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining United Airlines position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 56 United Airlines shares in Q1 2018, an estimated $4K.
  • Financial Advocates Investment Management first reported a position in United Airlines in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's United Airlines position peaked at $4K in Q4 2017.
  • 550 funds tracked by Wall St. Rank held United Airlines as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.