Kanaly Trust’s United Airlines UAL Stock Holding History

Kanaly 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
2016 Q4	$103K	Buy	1,418 +99	+8%	+$6.31K	0.02%	204
2016 Q3	$69K	Buy	1,319 +224	+20%	+$10.8K	0.01%	246
2016 Q2	$45K	Sell	1,095 -59	-5%	-$2.79K	0.01%	295
2016 Q1	$69K	Hold	1,154	–	–	0.01%	247
2015 Q4	$66K	Hold	1,154	–	–	0.01%	253
2015 Q3	$61K	Sell	1,154 -7	-0.6%	-$395	0.01%	264
2015 Q2	$62K	Buy	1,161 +84	+8%	+$4.86K	0.01%	280
2015 Q1	$72K	Buy	1,077 +7	+0.7%	+$474	0.01%	245
2014 Q4	$72K	Hold	1,070	–	–	0.01%	257
2014 Q3	$50K	Hold	1,070	–	–	0.01%	298
2014 Q2	$44K	Hold	1,070	–	–	0.01%	322
2014 Q1	$48K	Buy	1,070 +20	+2%	+$900	0.01%	307
2013 Q4	$40K	Buy	+1,050	New	+$36.8K	0.01%	319

Other funds holding UAL

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kanaly Trust's UAL Position: Q4 2016 in Review

Kanaly Trust increased its United Airlines (UAL) stake by 7.5% in Q4 2016, buying an estimated $6.31K and bringing the position to 1,418 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #204.

Kanaly Trust first reported a position in UAL in Q4 2013 and has held it in 13 quarters since. 562 funds tracked by Wall St. Rank hold UAL as of Q4 2016.

Kanaly Trust held 1,418 shares of United Airlines worth $103K as of Q4 2016.
Kanaly Trust bought 99 United Airlines shares in Q4 2016, an estimated $6.31K.
United Airlines made up 0.02% of Kanaly Trust's portfolio in Q4 2016, its #204 holding.
Kanaly Trust first reported a position in United Airlines in Q4 2013 and has held it in 13 quarters since.
562 funds tracked by Wall St. Rank held United Airlines as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.