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Transform Wealth’s United Airlines UAL Stock Holding History

Transform Wealth’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
2017
Q2 		– Sell
-3,807
Closed -$269K – 175
2017
Q1 		$269K Hold
3,807
– – 0.1% 186
2016
Q4 		$277K Hold
3,807
– – 0.11% 181
2016
Q3 		$200K Buy
+3,807
New +$183K 0.09% 192

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Transform Wealth's UAL Position: Q2 2017 in Review

Transform Wealth sold out of United Airlines (UAL) in Q2 2017, closing a stake of 3,807 shares — an estimated $269K sold.

Transform Wealth first reported a position in UAL in Q3 2016 and held it in 3 quarters. The position peaked at $277K in Q4 2016. 597 funds tracked by Wall St. Rank hold UAL as of Q2 2017.

  • Transform Wealth reported no remaining United Airlines position as of Q2 2017 after selling out during the quarter.
  • Transform Wealth sold 3,807 United Airlines shares in Q2 2017, an estimated $269K.
  • Transform Wealth first reported a position in United Airlines in Q3 2016 and held it in 3 quarters.
  • Transform Wealth's United Airlines position peaked at $277K in Q4 2016.
  • 597 funds tracked by Wall St. Rank held United Airlines as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.