Old Mutual Customised Solutions’s United Airlines UAL Stock Holding History

Old Mutual Customised Solutions’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 Q2	$195K	Hold	2,800	–	–	0.02%	567
2018 Q1	$195K	Hold	2,800	–	–	0.02%	558
2017 Q4	$189K	Hold	2,800	–	–	0.02%	557
2017 Q3	$170K	Hold	2,800	–	–	0.02%	580
2017 Q2	$211K	Hold	2,800	–	–	0.03%	516
2017 Q1	$198K	Hold	2,800	–	–	0.03%	524
2016 Q4	$204K	Buy	2,800 +900	+47%	+$57.3K	0.04%	498
2016 Q3	$100K	Hold	1,900	–	–	0.03%	571
2016 Q2	$78K	Hold	1,900	–	–	0.02%	641
2016 Q1	$114K	Hold	1,900	–	–	0.03%	574
2015 Q4	$109K	Hold	1,900	–	–	0.03%	578
2015 Q3	$101K	Hold	1,900	–	–	0.03%	591
2015 Q2	$101K	Hold	1,900	–	–	0.02%	625
2015 Q1	$128K	Sell	1,900 -4,600	-71%	-$312K	0.03%	559
2014 Q4	$435K	Hold	6,500	–	–	0.12%	217
2014 Q3	$304K	Hold	6,500	–	–	0.09%	269
2014 Q2	$267K	Hold	6,500	–	–	0.06%	344
2014 Q1	$290K	Buy	+6,500	New	+$292K	0.07%	301

Other funds holding UAL

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Old Mutual Customised Solutions's UAL Position: Q2 2018 in Review

Old Mutual Customised Solutions held its United Airlines (UAL) position steady in Q2 2018 at 2,800 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #567.

Old Mutual Customised Solutions first reported a position in UAL in Q1 2014 and has held it in 18 quarters since. The position peaked at $435K in Q4 2014. 546 funds tracked by Wall St. Rank hold UAL as of Q2 2018.

Old Mutual Customised Solutions held 2,800 shares of United Airlines worth $195K as of Q2 2018.
Old Mutual Customised Solutions left its United Airlines share count unchanged in Q2 2018.
United Airlines made up 0.02% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #567 holding.
Old Mutual Customised Solutions first reported a position in United Airlines in Q1 2014 and has held it in 18 quarters since.
Old Mutual Customised Solutions's United Airlines position peaked at $435K in Q4 2014.
546 funds tracked by Wall St. Rank held United Airlines as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.