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Roundview Capital’s United Airlines UAL Stock Holding History

Roundview Capital’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
2017
Q3 		– Sell
-4,049
Closed -$305K – 237
2017
Q2 		$305K Hold
4,049
– – 0.09% 189
2017
Q1 		$286K Buy
+4,049
New +$293K 0.09% 177

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Roundview Capital's UAL Position: Q3 2017 in Review

Roundview Capital sold out of United Airlines (UAL) in Q3 2017, closing a stake of 4,049 shares — an estimated $305K sold.

Roundview Capital first reported a position in UAL in Q1 2017 and held it in 2 quarters. The position peaked at $305K in Q2 2017. 539 funds tracked by Wall St. Rank hold UAL as of Q3 2017.

  • Roundview Capital reported no remaining United Airlines position as of Q3 2017 after selling out during the quarter.
  • Roundview Capital sold 4,049 United Airlines shares in Q3 2017, an estimated $305K.
  • Roundview Capital first reported a position in United Airlines in Q1 2017 and held it in 2 quarters.
  • Roundview Capital's United Airlines position peaked at $305K in Q2 2017.
  • 539 funds tracked by Wall St. Rank held United Airlines as of Q3 2017.

Based on Roundview Capital's 13F filing for Q3 2017, filed 13 Nov 2017.