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IKOS CIF’s United Airlines UAL Stock Holding History

IKOS CIF’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
2015
Q4 		– Sell
-4,262
Closed -$226K – 243
2015
Q3 		$226K Sell
4,262
-856
-17% -$48.3K 0.66% 78
2015
Q2 		$272K Buy
+5,118
New +$296K 0.89% 31
2014
Q4 		– Sell
-6,936
Closed -$326K – 318
2014
Q3 		$326K Buy
+6,936
New +$322K 0.47% 94

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

IKOS CIF's UAL Position: Q4 2015 in Review

IKOS CIF sold out of United Airlines (UAL) in Q4 2015, closing a stake of 4,262 shares — an estimated $226K sold.

IKOS CIF first reported a position in UAL in Q3 2014 and held it in 3 quarters. The position peaked at $326K in Q3 2014. 566 funds tracked by Wall St. Rank hold UAL as of Q4 2015.

  • IKOS CIF reported no remaining United Airlines position as of Q4 2015 after selling out during the quarter.
  • IKOS CIF sold 4,262 United Airlines shares in Q4 2015, an estimated $226K.
  • IKOS CIF first reported a position in United Airlines in Q3 2014 and held it in 3 quarters.
  • IKOS CIF's United Airlines position peaked at $326K in Q3 2014.
  • 566 funds tracked by Wall St. Rank held United Airlines as of Q4 2015.

Based on IKOS CIF's 13F filing for Q4 2015, filed 12 Feb 2016.