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Gupta Wealth Management’s United Airlines UAL Stock Holding History

Gupta 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
2016
Q1 		$18K Sell
301
-298
-50% -$15.8K ﹤0.01% 687
2015
Q4 		$34K Buy
599
+277
+86% +$16K 0.01% 521
2015
Q3 		$17K Buy
322
+22
+7% +$1.24K ﹤0.01% 738
2015
Q2 		$16K Hold
300
– – ﹤0.01% 792
2015
Q1 		$20K Buy
+300
New +$20.3K 0.01% 608

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Gupta Wealth Management's UAL Position: Q1 2016 in Review

Gupta Wealth Management reduced its United Airlines (UAL) stake by 50% in Q1 2016, selling an estimated $15.8K and leaving 301 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Gupta Wealth Management first reported a position in UAL in Q1 2015 and has held it in 5 quarters since. The position peaked at $34K in Q4 2015. 539 funds tracked by Wall St. Rank hold UAL as of Q1 2016.

  • Gupta Wealth Management held 301 shares of United Airlines worth $18K as of Q1 2016.
  • Gupta Wealth Management sold 298 United Airlines shares in Q1 2016, an estimated $15.8K.
  • United Airlines made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #687 holding.
  • Gupta Wealth Management first reported a position in United Airlines in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's United Airlines position peaked at $34K in Q4 2015.
  • 539 funds tracked by Wall St. Rank held United Airlines as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.