HighTower Trust’s United Airlines UAL Stock Holding History

HighTower Trust’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
2017 Q3	–	Sell	-6,237	Closed	-$469K	–	131
2017 Q2	$469K	Hold	6,237	–	–	0.05%	92
2017 Q1	$440K	Hold	6,237	–	–	0.05%	111
2016 Q4	$455K	Hold	6,237	–	–	0.05%	111
2016 Q3	$327K	Hold	6,237	–	–	0.04%	121
2016 Q2	$256K	Hold	6,237	–	–	0.03%	131
2016 Q1	$373K	Sell	6,237 -6,237	-50%	-$331K	0.05%	108
2015 Q4	$715K	Buy	12,474 +6,237	+100%	+$360K	0.1%	76
2015 Q3	$331K	Hold	6,237	–	–	0.06%	103
2015 Q2	$331K	Hold	6,237	–	–	0.05%	111
2015 Q1	$419K	Hold	6,237	–	–	0.07%	101
2014 Q4	$417K	Hold	6,237	–	–	0.06%	101
2014 Q3	$292K	Hold	6,237	–	–	0.04%	113
2014 Q2	$256K	Hold	6,237	–	–	0.03%	127
2014 Q1	$278K	Hold	6,237	–	–	0.04%	124
2013 Q4	$236K	Buy	+6,237	New	+$218K	0.03%	133

Other funds holding UAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

HighTower Trust's UAL Position: Q3 2017 in Review

HighTower Trust sold out of United Airlines (UAL) in Q3 2017, closing a stake of 6,237 shares — an estimated $469K sold.

HighTower Trust first reported a position in UAL in Q4 2013 and held it in 15 quarters. The position peaked at $715K in Q4 2015. 539 funds tracked by Wall St. Rank hold UAL as of Q3 2017.

HighTower Trust reported no remaining United Airlines position as of Q3 2017 after selling out during the quarter.
HighTower Trust sold 6,237 United Airlines shares in Q3 2017, an estimated $469K.
HighTower Trust first reported a position in United Airlines in Q4 2013 and held it in 15 quarters.
HighTower Trust's United Airlines position peaked at $715K in Q4 2015.
539 funds tracked by Wall St. Rank held United Airlines as of Q3 2017.

Based on HighTower Trust's 13F filing for Q3 2017, filed 14 Nov 2017.