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PRW Wealth Management’s United Airlines UAL Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-31
Closed -$2K – 628
2019
Q1 		$2K Hold
31
– – ﹤0.01% 533
2018
Q4 		$2K Buy
+31
New +$2.72K ﹤0.01% 532

Other funds holding UAL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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

PRW Wealth Management's UAL Position: Q2 2019 in Review

PRW Wealth Management sold out of United Airlines (UAL) in Q2 2019, closing a stake of 31 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in UAL in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 577 funds tracked by Wall St. Rank hold UAL as of Q2 2019.

  • PRW Wealth Management reported no remaining United Airlines position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 31 United Airlines shares in Q2 2019, an estimated $2K.
  • PRW Wealth Management first reported a position in United Airlines in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's United Airlines position peaked at $2K in Q1 2019.
  • 577 funds tracked by Wall St. Rank held United Airlines as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.