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Sterne Agee Group’s United Airlines UAL Stock Holding History

Sterne Agee Group’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
2015
Q1 		$2M Buy
29,268
+472
+2% +$32K 0.29% 101
2014
Q4 		$1.93M Buy
28,796
+1,161
+4% +$64.3K 0.3% 99
2014
Q3 		$1.29M Buy
27,635
+1,094
+4% +$50.8K 0.21% 151
2014
Q2 		$1.09M Buy
+26,541
New +$1.14M 0.18% 175

Other funds holding UAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Sterne Agee Group's UAL Position: Q1 2015 in Review

Sterne Agee Group increased its United Airlines (UAL) stake by 1.6% in Q1 2015, buying an estimated $32K and bringing the position to 29,268 shares worth $2M. The position accounts for 0.29% of the portfolio, ranked #101.

Sterne Agee Group first reported a position in UAL in Q2 2014 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold UAL as of Q1 2015.

  • Sterne Agee Group held 29,268 shares of United Airlines worth $2M as of Q1 2015.
  • Sterne Agee Group bought 472 United Airlines shares in Q1 2015, an estimated $32K.
  • United Airlines made up 0.29% of Sterne Agee Group's portfolio in Q1 2015, its #101 holding.
  • Sterne Agee Group first reported a position in United Airlines in Q2 2014 and has held it in 4 quarters since.
  • 502 funds tracked by Wall St. Rank held United Airlines as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.