American Trust Investment Advisors’s GE Aerospace GE Stock Holding History

American Trust Investment Advisors’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 Q3	–	Sell	-1,709	Closed	-$221K	–	79
2017 Q2	$221K	Hold	1,709	–	–	0.19%	70
2017 Q1	$244K	Hold	1,709	–	–	0.22%	60
2016 Q4	$259K	Hold	1,709	–	–	0.25%	55
2016 Q3	$243K	Hold	1,709	–	–	0.24%	57
2016 Q2	$258K	Sell	1,709 -46	-3%	-$6.71K	0.27%	56
2016 Q1	$267K	Hold	1,755	–	–	0.28%	51
2015 Q4	$262K	Buy	+1,755	New	+$249K	0.3%	55
2015 Q3	–	Sell	-1,644	Closed	-$209K	–	74
2015 Q2	$209K	Buy	+1,644	New	+$213K	0.21%	68
2015 Q1	–	Sell	-1,662	Closed	-$201K	–	73
2014 Q4	$201K	Buy	+1,662	New	+$204K	0.21%	65

Other funds holding GE

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

American Trust Investment Advisors's GE Position: Q3 2017 in Review

American Trust Investment Advisors sold out of GE Aerospace (GE) in Q3 2017, closing a stake of 1,709 shares — an estimated $221K sold.

American Trust Investment Advisors first reported a position in GE in Q4 2014 and held it in 9 quarters. The position peaked at $267K in Q1 2016. 2,037 funds tracked by Wall St. Rank hold GE as of Q3 2017.

American Trust Investment Advisors reported no remaining GE Aerospace position as of Q3 2017 after selling out during the quarter.
American Trust Investment Advisors sold 1,709 GE Aerospace shares in Q3 2017, an estimated $221K.
American Trust Investment Advisors first reported a position in GE Aerospace in Q4 2014 and held it in 9 quarters.
American Trust Investment Advisors's GE Aerospace position peaked at $267K in Q1 2016.
2,037 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2017.

Based on American Trust Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.