Kings Point Capital Management’s United Airlines UAL Stock Holding History

Kings Point Capital Management’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	–	Sell	-372	Closed	-$20K	–	386
2015 Q2	$20K	Hold	372	–	–	﹤0.01%	295
2015 Q1	$25K	Hold	372	–	–	0.01%	283
2014 Q4	$25K	Hold	372	–	–	0.01%	269
2014 Q3	$17K	Hold	372	–	–	0.01%	269
2014 Q2	$15K	Buy	+372	New	+$16K	﹤0.01%	290

Other funds holding UAL

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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 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

Kings Point Capital Management's UAL Position: Q3 2015 in Review

Kings Point Capital Management sold out of United Airlines (UAL) in Q3 2015, closing a stake of 372 shares — an estimated $20K sold.

Kings Point Capital Management first reported a position in UAL in Q2 2014 and held it in 5 quarters. The position peaked at $25K in Q1 2015. 543 funds tracked by Wall St. Rank hold UAL as of Q3 2015.

Kings Point Capital Management reported no remaining United Airlines position as of Q3 2015 after selling out during the quarter.
Kings Point Capital Management sold 372 United Airlines shares in Q3 2015, an estimated $20K.
Kings Point Capital Management first reported a position in United Airlines in Q2 2014 and held it in 5 quarters.
Kings Point Capital Management's United Airlines position peaked at $25K in Q1 2015.
543 funds tracked by Wall St. Rank held United Airlines as of Q3 2015.

Based on Kings Point Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.