AWM
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Alterna Wealth Management’s GE Aerospace GE Stock Holding History

Alterna Wealth Management’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-17,408
Closed -$2.25M – 198
2018
Q4 		$2.25M Buy
+17,408
New +$786K 0.37% 46

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Alterna Wealth Management's GE Position: Q1 2019 in Review

Alterna Wealth Management sold out of GE Aerospace (GE) in Q1 2019, closing a stake of 17,408 shares — an estimated $2.25M sold.

Alterna Wealth Management first reported a position in GE in Q4 2018 and held it in 1 quarter. The position peaked at $2.25M in Q4 2018. 1,839 funds tracked by Wall St. Rank hold GE as of Q1 2019.

  • Alterna Wealth Management reported no remaining GE Aerospace position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 17,408 GE Aerospace shares in Q1 2019, an estimated $2.25M.
  • Alterna Wealth Management first reported a position in GE Aerospace in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's GE Aerospace position peaked at $2.25M in Q4 2018.
  • 1,839 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.