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Lebenthal Asset Management’s United Airlines UAL Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-249
Closed -$13K – 662
2016
Q3 		$13K Buy
+249
New +$12K ﹤0.01% 698

Other funds holding UAL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lebenthal Asset Management's UAL Position: Q4 2016 in Review

Lebenthal Asset Management sold out of United Airlines (UAL) in Q4 2016, closing a stake of 249 shares — an estimated $13K sold.

Lebenthal Asset Management first reported a position in UAL in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 563 funds tracked by Wall St. Rank hold UAL as of Q4 2016.

  • Lebenthal Asset Management reported no remaining United Airlines position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 249 United Airlines shares in Q4 2016, an estimated $13K.
  • Lebenthal Asset Management first reported a position in United Airlines in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's United Airlines position peaked at $13K in Q3 2016.
  • 563 funds tracked by Wall St. Rank held United Airlines as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.