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Train Babcock Advisors’s United Airlines UAL Stock Holding History

Train Babcock Advisors’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 		– Sell
-70,265
Closed -$2.89M – 124
2014
Q2 		$2.89M Buy
70,265
+510
+0.7% +$22K 0.94% 43
2014
Q1 		$3.11M Buy
+69,755
New +$3.14M 1% 42

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

Train Babcock Advisors's UAL Position: Q3 2014 in Review

Train Babcock Advisors sold out of United Airlines (UAL) in Q3 2014, closing a stake of 70,265 shares — an estimated $2.89M sold.

Train Babcock Advisors first reported a position in UAL in Q1 2014 and held it in 2 quarters. The position peaked at $3.11M in Q1 2014. 407 funds tracked by Wall St. Rank hold UAL as of Q3 2014.

  • Train Babcock Advisors reported no remaining United Airlines position as of Q3 2014 after selling out during the quarter.
  • Train Babcock Advisors sold 70,265 United Airlines shares in Q3 2014, an estimated $2.89M.
  • Train Babcock Advisors first reported a position in United Airlines in Q1 2014 and held it in 2 quarters.
  • Train Babcock Advisors's United Airlines position peaked at $3.11M in Q1 2014.
  • 407 funds tracked by Wall St. Rank held United Airlines as of Q3 2014.

Based on Train Babcock Advisors's 13F filing for Q3 2014, filed 4 Nov 2014.