LBA Wealth Management’s United Airlines UAL Stock Holding History

LBA Wealth 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
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	420
2016 Q4	$2K	Hold	25	–	–	﹤0.01%	421
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	441
2016 Q2	$1K	Buy	+25	New	+$1.18K	﹤0.01%	432
2015 Q2	–	Sell	-300	Closed	-$20K	–	332
2015 Q1	$20K	Hold	300	–	–	0.01%	209
2014 Q4	$20K	Buy	+300	New	+$16.6K	0.01%	206

Other funds holding UAL

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

BlackRock New York $5.72T AUM 30.48% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LBA Wealth Management's UAL Position: Q1 2017 in Review

LBA Wealth Management held its United Airlines (UAL) position steady in Q1 2017 at 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

LBA Wealth Management first reported a position in UAL in Q4 2014 and has held it in 6 quarters since. The position peaked at $20K in Q1 2015. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

LBA Wealth Management held 25 shares of United Airlines worth $2K as of Q1 2017.
LBA Wealth Management left its United Airlines share count unchanged in Q1 2017.
United Airlines made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #420 holding.
LBA Wealth Management first reported a position in United Airlines in Q4 2014 and has held it in 6 quarters since.
LBA Wealth Management's United Airlines position peaked at $20K in Q1 2015.
570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.