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Montgomery Investment Management’s American Airlines Group AAL Stock Holding History

Montgomery Investment Management’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,100
Closed -$213K – 94
2018
Q1 		$213K Buy
+4,100
New +$220K 0.09% 89
2017
Q3 		– Sell
-4,100
Closed -$207K – 96
2017
Q2 		$207K Buy
+4,100
New +$191K 0.09% 87

Other funds holding AAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montgomery Investment Management's AAL Position: Q2 2018 in Review

Montgomery Investment Management sold out of American Airlines Group (AAL) in Q2 2018, closing a stake of 4,100 shares — an estimated $213K sold.

Montgomery Investment Management first reported a position in AAL in Q2 2017 and held it in 2 quarters. The position peaked at $213K in Q1 2018. 582 funds tracked by Wall St. Rank hold AAL as of Q2 2018.

  • Montgomery Investment Management reported no remaining American Airlines Group position as of Q2 2018 after selling out during the quarter.
  • Montgomery Investment Management sold 4,100 American Airlines Group shares in Q2 2018, an estimated $213K.
  • Montgomery Investment Management first reported a position in American Airlines Group in Q2 2017 and held it in 2 quarters.
  • Montgomery Investment Management's American Airlines Group position peaked at $213K in Q1 2018.
  • 582 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2018.

Based on Montgomery Investment Management's 13F filing for Q2 2018, filed 8 Aug 2018.