WAM
UAL icon

Watermark Asset Management’s United Airlines UAL Stock Holding History

Watermark Asset Management’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
Q4 		– Sell
-50
Closed -$3K – 256
2017
Q3 		$3K Hold
50
– – ﹤0.01% 205
2017
Q2 		$4K Buy
+50
New +$3.77K ﹤0.01% 189

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Watermark Asset Management's UAL Position: Q4 2017 in Review

Watermark Asset Management sold out of United Airlines (UAL) in Q4 2017, closing a stake of 50 shares — an estimated $3K sold.

Watermark Asset Management first reported a position in UAL in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2017. 546 funds tracked by Wall St. Rank hold UAL as of Q4 2017.

  • Watermark Asset Management reported no remaining United Airlines position as of Q4 2017 after selling out during the quarter.
  • Watermark Asset Management sold 50 United Airlines shares in Q4 2017, an estimated $3K.
  • Watermark Asset Management first reported a position in United Airlines in Q2 2017 and held it in 2 quarters.
  • Watermark Asset Management's United Airlines position peaked at $4K in Q2 2017.
  • 546 funds tracked by Wall St. Rank held United Airlines as of Q4 2017.

Based on Watermark Asset Management's 13F filing for Q4 2017, filed 16 Jan 2018.