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TradeWorx’s United Airlines UAL Stock Holding History

TradeWorx’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
Q3 		$351K Buy
+7,493
New +$348K 0.46% 65
2014
Q2 		– Sell
-4,669
Closed -$208K – 463
2014
Q1 		$208K Buy
+4,669
New +$210K 0.18% 263

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

TradeWorx's UAL Position: Q3 2014 in Review

TradeWorx opened a new position in United Airlines (UAL) in Q3 2014: 7,493 shares worth $351K. The stake represents 0.46% of the portfolio and ranks #65 among its holdings. This is a return to the name: TradeWorx previously reported a position in UAL as recently as Q1 2014.

TradeWorx first reported a position in UAL in Q1 2014 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold UAL as of Q3 2014.

  • TradeWorx held 7,493 shares of United Airlines worth $351K as of Q3 2014.
  • United Airlines was a new TradeWorx position in Q3 2014.
  • United Airlines made up 0.46% of TradeWorx's portfolio in Q3 2014, its #65 holding.
  • TradeWorx first reported a position in United Airlines in Q1 2014 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held United Airlines as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.