SSWM
UAL icon

Sheets Smith Wealth Management’s United Airlines UAL Stock Holding History

Sheets Smith 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
2014
Q2 		– Sell
-10,782
Closed -$481K – 280
2014
Q1 		$481K Hold
10,782
– – 0.13% 177
2013
Q4 		$408K Buy
+10,782
New +$378K 0.11% 193

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

Sheets Smith Wealth Management's UAL Position: Q2 2014 in Review

Sheets Smith Wealth Management sold out of United Airlines (UAL) in Q2 2014, closing a stake of 10,782 shares — an estimated $481K sold.

Sheets Smith Wealth Management first reported a position in UAL in Q4 2013 and held it in 2 quarters. The position peaked at $481K in Q1 2014. 397 funds tracked by Wall St. Rank hold UAL as of Q2 2014.

  • Sheets Smith Wealth Management reported no remaining United Airlines position as of Q2 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,782 United Airlines shares in Q2 2014, an estimated $481K.
  • Sheets Smith Wealth Management first reported a position in United Airlines in Q4 2013 and held it in 2 quarters.
  • Sheets Smith Wealth Management's United Airlines position peaked at $481K in Q1 2014.
  • 397 funds tracked by Wall St. Rank held United Airlines as of Q2 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2014, filed 18 Sep 2014.