WKWM
UAA icon

Walter & Keenan Wealth Management’s Under Armour UAA Stock Holding History

Walter & Keenan Wealth Management’s Portfolio UAA Stock Details UAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-6,939
Closed -$292K – 142
2016
Q1 		$292K Hold
6,939
– – 0.17% 103
2015
Q4 		$278K Hold
6,939
– – 0.16% 112
2015
Q3 		$333K Hold
6,939
– – 0.21% 101
2015
Q2 		$287K Hold
6,939
– – 0.17% 114
2015
Q1 		$278K Hold
6,939
– – 0.16% 118
2014
Q4 		$234K Hold
6,939
– – 0.13% 124
2014
Q3 		$238K Sell
6,939
-516
-7% -$17.1K 0.14% 126
2014
Q2 		$220K Buy
7,455
+31
+0.4% +$808 0.12% 135
2014
Q1 		$211K Buy
+7,424
New +$193K 0.12% 130

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return