WealthTrust-Arizona’s United Airlines UAL Stock Holding History

WealthTrust-Arizona’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 Q4	$4K	Hold	50	–	–	﹤0.01%	508
2018 Q3	$4K	Sell	50 -93	-65%	-$7.67K	﹤0.01%	536
2018 Q2	$10K	Sell	143 -17	-11%	-$1.18K	0.01%	399
2018 Q1	$11K	Buy	160 +39	+32%	+$2.69K	0.01%	387
2017 Q4	$8K	Hold	121	–	–	﹤0.01%	442
2017 Q3	$7K	Hold	121	–	–	﹤0.01%	462
2017 Q2	$9K	Buy	121 +96	+384%	+$7.25K	﹤0.01%	413
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	556
2016 Q4	$2K	Sell	25 -75	-75%	-$4.78K	﹤0.01%	553
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	481
2016 Q2	$4K	Buy	+100	New	+$4.73K	﹤0.01%	495

Other funds holding UAL

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WealthTrust-Arizona's UAL Position: Q4 2018 in Review

WealthTrust-Arizona held its United Airlines (UAL) position steady in Q4 2018 at 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

WealthTrust-Arizona first reported a position in UAL in Q2 2016 and has held it in 11 quarters since. The position peaked at $11K in Q1 2018. 629 funds tracked by Wall St. Rank hold UAL as of Q4 2018.

WealthTrust-Arizona held 50 shares of United Airlines worth $4K as of Q4 2018.
WealthTrust-Arizona left its United Airlines share count unchanged in Q4 2018.
United Airlines made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #508 holding.
WealthTrust-Arizona first reported a position in United Airlines in Q2 2016 and has held it in 11 quarters since.
WealthTrust-Arizona's United Airlines position peaked at $11K in Q1 2018.
629 funds tracked by Wall St. Rank held United Airlines as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.