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Lighthouse Financial Advisors’s United Airlines UAL Stock Holding History

Lighthouse Financial Advisors’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
2020
Q1 		– Sell
-73
Closed -$6K – 256
2019
Q4 		$6K Buy
+73
New +$6.55K ﹤0.01% 215

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ACM
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State Street
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PCM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
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Newport Trust Company
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Lighthouse Financial Advisors's UAL Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of United Airlines (UAL) in Q1 2020, closing a stake of 73 shares — an estimated $6K sold.

Lighthouse Financial Advisors first reported a position in UAL in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 523 funds tracked by Wall St. Rank hold UAL as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining United Airlines position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 73 United Airlines shares in Q1 2020, an estimated $6K.
  • Lighthouse Financial Advisors first reported a position in United Airlines in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's United Airlines position peaked at $6K in Q4 2019.
  • 523 funds tracked by Wall St. Rank held United Airlines as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.