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Independent Portfolio Consultants’s United Airlines UAL Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-13
Closed -$1K – 903
2016
Q4 		$1K Buy
+13
New +$828 ﹤0.01% 789
2016
Q2 		– Sell
-16,590
Closed -$993K – 763
2016
Q1 		$993K Sell
16,590
-520
-3% -$27.6K 0.28% 109
2015
Q4 		$980K Sell
17,110
-9,380
-35% -$542K 0.29% 107
2015
Q3 		$1.41M Hold
26,490
– – 0.31% 104
2015
Q2 		$1.4M Buy
26,490
+350
+1% +$20.3K 0.28% 122
2015
Q1 		$1.76M Sell
26,140
-515
-2% -$34.9K 0.36% 97
2014
Q4 		$1.78M Buy
26,655
+17,980
+207% +$996K 0.36% 98
2014
Q3 		$406K Buy
+8,675
New +$403K 0.11% 298

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Independent Portfolio Consultants's UAL Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of United Airlines (UAL) in Q1 2017, closing a stake of 13 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in UAL in Q3 2014 and held it in 8 quarters. The position peaked at $1.78M in Q4 2014. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining United Airlines position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 13 United Airlines shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in United Airlines in Q3 2014 and held it in 8 quarters.
  • Independent Portfolio Consultants's United Airlines position peaked at $1.78M in Q4 2014.
  • 570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.