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Mariner Wealth Advisors (Cincinnati)’s United Airlines UAL Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		– Sell
-2,875
Closed -$200K – 310
2018
Q2 		$200K Buy
+2,875
New +$200K 0.01% 289

Other funds holding UAL

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s UAL Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of United Airlines (UAL) in Q3 2018, closing a stake of 2,875 shares — an estimated $200K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in UAL in Q2 2018 and held it in 1 quarter. The position peaked at $200K in Q2 2018. 581 funds tracked by Wall St. Rank hold UAL as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining United Airlines position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 2,875 United Airlines shares in Q3 2018, an estimated $200K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in United Airlines in Q2 2018 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s United Airlines position peaked at $200K in Q2 2018.
  • 581 funds tracked by Wall St. Rank held United Airlines as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.