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WFG Advisors’s United Airlines UAL Stock Holding History

WFG 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
2017
Q2 		$1K Hold
15
– – ﹤0.01% 1508
2017
Q1 		$1K Hold
15
– – ﹤0.01% 1436
2016
Q4 		$1K Hold
15
– – ﹤0.01% 1512
2016
Q3 		$1K Sell
15
-11
-42% -$529 ﹤0.01% 1505
2016
Q2 		$1K Hold
26
– – ﹤0.01% 1495
2016
Q1 		$2K Buy
26
+11
+73% +$584 ﹤0.01% 1355
2015
Q4 		$1K Hold
15
– – ﹤0.01% 1494
2015
Q3 		$1K Hold
15
– – ﹤0.01% 1527
2015
Q2 		$1K Hold
15
– – ﹤0.01% 1593
2015
Q1 		$1K Sell
15
-32
-68% -$2.17K ﹤0.01% 1667
2014
Q4 		$3K Hold
47
– – ﹤0.01% 1798
2014
Q3 		$2K Hold
47
– – ﹤0.01% 1900
2014
Q2 		$2K Hold
47
– – ﹤0.01% 1841
2014
Q1 		$2K Hold
47
– – ﹤0.01% 1825
2013
Q4 		$2K Sell
47
-285
-86% -$9.98K ﹤0.01% 1991
2013
Q3 		$10K Buy
332
+300
+938% +$9.65K ﹤0.01% 1532
2013
Q2 		$1K Buy
+32
New +$1.02K ﹤0.01% 1992

Other funds holding UAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return