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Ropes Wealth Advisors’s United Airlines UAL Stock Holding History

Ropes Wealth Advisors’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
2020
Q3 		– Sell
-21
Closed -$1K – 666
2020
Q2 		$1K Buy
+21
New +$630 ﹤0.01% 559
2017
Q4 		– Sell
-1,100
Closed -$67K – 818
2017
Q3 		$67K Hold
1,100
– – 0.02% 297
2017
Q2 		$83K Hold
1,100
– – 0.02% 278
2017
Q1 		$78K Buy
+1,100
New +$79.5K 0.02% 284

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Ropes Wealth Advisors's UAL Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of United Airlines (UAL) in Q3 2020, closing a stake of 21 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in UAL in Q1 2017 and held it in 4 quarters. The position peaked at $83K in Q2 2017. 473 funds tracked by Wall St. Rank hold UAL as of Q3 2020.

  • Ropes Wealth Advisors reported no remaining United Airlines position as of Q3 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 21 United Airlines shares in Q3 2020, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in United Airlines in Q1 2017 and held it in 4 quarters.
  • Ropes Wealth Advisors's United Airlines position peaked at $83K in Q2 2017.
  • 473 funds tracked by Wall St. Rank held United Airlines as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.