Integrated Wealth Management (Palm Desert)’s United Airlines UAL Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-62	Closed	-$3K	–	959
2016 Q3	$3K	Hold	62	–	–	﹤0.01%	1024
2016 Q2	$3K	Hold	62	–	–	﹤0.01%	1025
2016 Q1	$4K	Sell	62 -164	-73%	-$8.71K	﹤0.01%	903
2015 Q4	$13K	Sell	226 -68	-23%	-$3.93K	0.01%	705
2015 Q3	$16K	Hold	294	–	–	0.01%	644
2015 Q2	$16K	Hold	294	–	–	0.01%	672
2015 Q1	$19K	Buy	+294	New	+$19.9K	0.01%	587

Other funds holding UAL

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s UAL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of United Airlines (UAL) in Q4 2016, closing a stake of 62 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UAL in Q1 2015 and held it in 7 quarters. The position peaked at $19K in Q1 2015. 562 funds tracked by Wall St. Rank hold UAL as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining United Airlines position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 62 United Airlines shares in Q4 2016, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in United Airlines in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s United Airlines position peaked at $19K in Q1 2015.
562 funds tracked by Wall St. Rank held United Airlines as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.