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Smith & Howard Wealth Management’s United Airlines UAL Stock Holding History

Smith & Howard 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
Q1 		– Sell
-125
Closed -$5K – 202
2013
Q4 		$5K Hold
125
– – ﹤0.01% 221
2013
Q3 		$4K Buy
+125
New +$4.02K ﹤0.01% 232

Other funds holding UAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

Smith & Howard Wealth Management's UAL Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of United Airlines (UAL) in Q1 2014, closing a stake of 125 shares — an estimated $5K sold.

Smith & Howard Wealth Management first reported a position in UAL in Q3 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 386 funds tracked by Wall St. Rank hold UAL as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining United Airlines position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 125 United Airlines shares in Q1 2014, an estimated $5K.
  • Smith & Howard Wealth Management first reported a position in United Airlines in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's United Airlines position peaked at $5K in Q4 2013.
  • 386 funds tracked by Wall St. Rank held United Airlines as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.