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Monroe Bank & Trust’s United Airlines UAL Stock Holding History

Monroe Bank & Trust’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 		– Sell
-108
Closed -$8K – 305
2016
Q4 		$8K Buy
+108
New +$6.88K ﹤0.01% 272
2016
Q2 		– Sell
-108
Closed -$6K – 300
2016
Q1 		$6K Buy
+108
New +$5.74K ﹤0.01% 315

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Monroe Bank & Trust's UAL Position: Q1 2017 in Review

Monroe Bank & Trust sold out of United Airlines (UAL) in Q1 2017, closing a stake of 108 shares — an estimated $8K sold.

Monroe Bank & Trust first reported a position in UAL in Q1 2016 and held it in 2 quarters. The position peaked at $8K in Q4 2016. 570 funds tracked by Wall St. Rank hold UAL as of Q1 2017.

  • Monroe Bank & Trust reported no remaining United Airlines position as of Q1 2017 after selling out during the quarter.
  • Monroe Bank & Trust sold 108 United Airlines shares in Q1 2017, an estimated $8K.
  • Monroe Bank & Trust first reported a position in United Airlines in Q1 2016 and held it in 2 quarters.
  • Monroe Bank & Trust's United Airlines position peaked at $8K in Q4 2016.
  • 570 funds tracked by Wall St. Rank held United Airlines as of Q1 2017.

Based on Monroe Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.