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New England Securities’s United Airlines UAL Stock Holding History

New England Securities’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
2014
Q4 		$22K Buy
326
+216
+196% +$12K 0.01% 858
2014
Q3 		$5K Hold
110
– – ﹤0.01% 1289
2014
Q2 		$5K Hold
110
– – ﹤0.01% 1328
2014
Q1 		$5K Hold
110
– – ﹤0.01% 1283
2013
Q4 		$4K Hold
110
– – ﹤0.01% 1290
2013
Q3 		$3K Buy
+110
New +$3.54K ﹤0.01% 1346

Other funds holding UAL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

New England Securities's UAL Position: Q4 2014 in Review

New England Securities increased its United Airlines (UAL) stake by 196% in Q4 2014, buying an estimated $12K and bringing the position to 326 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #858.

New England Securities first reported a position in UAL in Q3 2013 and has held it in 6 quarters since. 474 funds tracked by Wall St. Rank hold UAL as of Q4 2014.

  • New England Securities held 326 shares of United Airlines worth $22K as of Q4 2014.
  • New England Securities bought 216 United Airlines shares in Q4 2014, an estimated $12K.
  • United Airlines made up 0.01% of New England Securities's portfolio in Q4 2014, its #858 holding.
  • New England Securities first reported a position in United Airlines in Q3 2013 and has held it in 6 quarters since.
  • 474 funds tracked by Wall St. Rank held United Airlines as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.