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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WFG Advisors's UAL Position: Q2 2017 in Review

WFG Advisors held its United Airlines (UAL) position steady in Q2 2017 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

WFG Advisors first reported a position in UAL in Q2 2013 and has held it in 17 quarters since. The position peaked at $10K in Q3 2013. 597 funds tracked by Wall St. Rank hold UAL as of Q2 2017.

WFG Advisors held 15 shares of United Airlines worth $1K as of Q2 2017.
WFG Advisors left its United Airlines share count unchanged in Q2 2017.
United Airlines made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1508 holding.
WFG Advisors first reported a position in United Airlines in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's United Airlines position peaked at $10K in Q3 2013.
597 funds tracked by Wall St. Rank held United Airlines as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.