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American Economic Planning Group’s GE Aerospace GE Stock Holding History

American Economic Planning Group’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
2017
Q4 		– Sell
-2,815
Closed -$326K – 82
2017
Q3 		$326K Buy
2,815
+41
+1% +$4.96K 0.12% 53
2017
Q2 		$359K Sell
2,774
-24
-0.9% -$3.29K 0.14% 49
2017
Q1 		$400K Sell
2,798
-51
-2% -$7.38K 0.16% 42
2016
Q4 		$431K Buy
2,849
+109
+4% +$15.8K 0.18% 31
2016
Q3 		$390K Buy
2,740
+5
+0.2% +$746 0.16% 30
2016
Q2 		$413K Sell
2,735
-229
-8% -$33.4K 0.17% 29
2016
Q1 		$452K Sell
2,964
-65
-2% -$9.18K 0.18% 29
2015
Q4 		$452K Sell
3,029
-42
-1% -$5.96K 0.17% 27
2015
Q3 		$371K Buy
3,071
+898
+41% +$110K 0.16% 24
2015
Q2 		$277K Buy
2,173
+30
+1% +$3.89K 0.11% 36
2015
Q1 		$255K Buy
2,143
+54
+3% +$6.43K 0.1% 34
2014
Q4 		$253K Buy
2,089
+28
+1% +$3.44K 0.1% 36
2014
Q3 		$253K Sell
2,061
-22
-1% -$2.74K 0.1% 31
2014
Q2 		$262K Buy
+2,083
New +$265K 0.1% 30
2014
Q1 		– Sell
-1,526
Closed -$205K – 26
2013
Q4 		$205K Buy
+1,526
New +$192K 0.07% 27

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Economic Planning Group's GE Position: Q4 2017 in Review

American Economic Planning Group sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 2,815 shares — an estimated $326K sold.

American Economic Planning Group first reported a position in GE in Q4 2013 and held it in 15 quarters. The position peaked at $452K in Q1 2016. 2,106 funds tracked by Wall St. Rank hold GE as of Q4 2017.

  • American Economic Planning Group reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
  • American Economic Planning Group sold 2,815 GE Aerospace shares in Q4 2017, an estimated $326K.
  • American Economic Planning Group first reported a position in GE Aerospace in Q4 2013 and held it in 15 quarters.
  • American Economic Planning Group's GE Aerospace position peaked at $452K in Q1 2016.
  • 2,106 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on American Economic Planning Group's 13F filing for Q4 2017, filed 29 Jan 2018.