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Index Management Solutions’s United Airlines UAL Stock Holding History

Index Management Solutions’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
Q3 		$23K Sell
425
-25
-6% -$1.41K 0.02% 386
2015
Q2 		$24K Sell
450
-214
-32% -$12.4K 0.02% 455
2015
Q1 		$45K Sell
664
-31,220
-98% -$2.12M 0.03% 148
2014
Q4 		$2.13M Buy
+31,884
New +$1.77M 0.29% 92

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Index Management Solutions's UAL Position: Q3 2015 in Review

Index Management Solutions reduced its United Airlines (UAL) stake by 5.6% in Q3 2015, selling an estimated $1.41K and leaving 425 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #386.

Index Management Solutions first reported a position in UAL in Q4 2014 and has held it in 4 quarters since. The position peaked at $2.13M in Q4 2014. 543 funds tracked by Wall St. Rank hold UAL as of Q3 2015.

  • Index Management Solutions held 425 shares of United Airlines worth $23K as of Q3 2015.
  • Index Management Solutions sold 25 United Airlines shares in Q3 2015, an estimated $1.41K.
  • United Airlines made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #386 holding.
  • Index Management Solutions first reported a position in United Airlines in Q4 2014 and has held it in 4 quarters since.
  • Index Management Solutions's United Airlines position peaked at $2.13M in Q4 2014.
  • 543 funds tracked by Wall St. Rank held United Airlines as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.