WIA
UAL icon

Wealthstreet Investment Advisors’s United Airlines UAL Stock Holding History

Wealthstreet Investment 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
2018
Q2 		– Sell
-6,000
Closed -$417K – 350
2018
Q1 		$417K Buy
6,000
+2,500
+71% +$173K 0.05% 252
2017
Q4 		$236K Buy
+3,500
New +$218K 0.03% 307

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wealthstreet Investment Advisors's UAL Position: Q2 2018 in Review

Wealthstreet Investment Advisors sold out of United Airlines (UAL) in Q2 2018, closing a stake of 6,000 shares — an estimated $417K sold.

Wealthstreet Investment Advisors first reported a position in UAL in Q4 2017 and held it in 2 quarters. The position peaked at $417K in Q1 2018. 547 funds tracked by Wall St. Rank hold UAL as of Q2 2018.

  • Wealthstreet Investment Advisors reported no remaining United Airlines position as of Q2 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 6,000 United Airlines shares in Q2 2018, an estimated $417K.
  • Wealthstreet Investment Advisors first reported a position in United Airlines in Q4 2017 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's United Airlines position peaked at $417K in Q1 2018.
  • 547 funds tracked by Wall St. Rank held United Airlines as of Q2 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.