First Trust Bank’s United Airlines UAL Stock Holding History

First Trust Bank’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	-278,000	Closed	-$13M	–	14
2014 Q3	$13M	Sell	278,000 -32,000	-10%	-$1.49M	16.43%	1
2014 Q2	$12.7M	Sell	310,000 -68,500	-18%	-$2.95M	18.47%	1
2014 Q1	$16.9M	Hold	378,500	–	–	20.99%	1
2013 Q4	$14.3M	Buy	378,500 +98,500	+35%	+$3.45M	18.78%	1
2013 Q3	$8.6M	Buy	+280,000	New	+$9.01M	8.01%	4

Other funds holding UAL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

First Trust Bank's UAL Position: Q4 2014 in Review

First Trust Bank sold out of United Airlines (UAL) in Q4 2014, closing a stake of 278,000 shares — an estimated $13M sold.

First Trust Bank first reported a position in UAL in Q3 2013 and held it in 5 quarters. The position peaked at $16.9M in Q1 2014. 473 funds tracked by Wall St. Rank hold UAL as of Q4 2014.

First Trust Bank reported no remaining United Airlines position as of Q4 2014 after selling out during the quarter.
First Trust Bank sold 278,000 United Airlines shares in Q4 2014, an estimated $13M.
First Trust Bank first reported a position in United Airlines in Q3 2013 and held it in 5 quarters.
First Trust Bank's United Airlines position peaked at $16.9M in Q1 2014.
473 funds tracked by Wall St. Rank held United Airlines as of Q4 2014.

Based on First Trust Bank's 13F filing for Q4 2014, filed 13 Feb 2015.