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Wealthspire Advisors (Maryland)’s United Airlines UAL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,068
Closed -$85K – 1933
2019
Q1 		$85K Sell
1,068
-49
-4% -$4.13K 0.01% 700
2018
Q4 		$94K Sell
1,117
-2
-0.2% -$176 0.01% 626
2018
Q3 		$100K Sell
1,119
-13
-1% -$1.07K 0.01% 686
2018
Q2 		$79K Sell
1,132
-45
-4% -$3.13K 0.01% 802
2018
Q1 		$82K Sell
1,177
-209
-15% -$14.4K 0.01% 787
2017
Q4 		$93K Buy
1,386
+339
+32% +$21.1K 0.01% 739
2017
Q3 		$64K Sell
1,047
-133
-11% -$8.86K 0.01% 883
2017
Q2 		$89K Sell
1,180
-59
-5% -$4.46K 0.01% 736
2017
Q1 		$88K Sell
1,239
-366
-23% -$26.5K 0.01% 647
2016
Q4 		$117K Buy
1,605
+719
+81% +$45.8K 0.02% 528
2016
Q3 		$46K Buy
886
+421
+91% +$20.3K 0.01% 800
2016
Q2 		$19K Buy
465
+253
+119% +$12K ﹤0.01% 1013
2016
Q1 		$13K Sell
212
-96
-31% -$5.1K ﹤0.01% 1126
2015
Q4 		$18K Buy
+308
New +$17.8K ﹤0.01% 1004

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UAL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of United Airlines (UAL) in Q2 2019, closing a stake of 1,068 shares — an estimated $85K sold.

Wealthspire Advisors (Maryland) first reported a position in UAL in Q4 2015 and held it in 14 quarters. The position peaked at $117K in Q4 2016. 577 funds tracked by Wall St. Rank hold UAL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining United Airlines position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,068 United Airlines shares in Q2 2019, an estimated $85K.
  • Wealthspire Advisors (Maryland) first reported a position in United Airlines in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s United Airlines position peaked at $117K in Q4 2016.
  • 577 funds tracked by Wall St. Rank held United Airlines as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.