AmeriServ Wealth Advisors’s GE Aerospace GE Stock Holding History

AmeriServ Wealth 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 Q1	$514K	Sell	3,605 -152	-4%	-$22K	0.67%	25
2016 Q4	$567K	Sell	3,757 -140	-4%	-$20.3K	0.66%	23
2016 Q3	$553K	Sell	3,897 -94	-2%	-$14K	0.7%	36
2016 Q2	$602K	Buy	3,991 +52	+1%	+$7.59K	0.9%	24
2016 Q1	$592K	Buy	3,939 +157	+4%	+$22.2K	1%	20
2015 Q4	$557K	Buy	3,782 +246	+7%	+$34.9K	1.32%	22
2015 Q3	$427K	Sell	3,536 -1,305	-27%	-$160K	0.81%	30
2015 Q2	$617K	Buy	4,841 +117	+2%	+$15.2K	0.72%	30
2015 Q1	$562K	Sell	4,724 -2,855	-38%	-$340K	0.65%	34
2014 Q4	$918K	Buy	7,579 +698	+10%	+$85.8K	0.89%	21
2014 Q3	$844K	Sell	6,881 -52	-0.8%	-$6.48K	1.46%	14
2014 Q2	$873K	Sell	6,933 -886	-11%	-$113K	0.94%	22
2014 Q1	$970K	Sell	7,819 -8,573	-52%	-$1.06M	0.97%	20
2013 Q4	$2.2M	Buy	16,392 +2,038	+14%	+$257K	1.31%	14
2013 Q3	$1.64M	Sell	14,354 -268	-2%	-$30.7K	1.05%	23
2013 Q2	$1.63M	Buy	+14,622	New	+$1.62M	1.05%	22

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AmeriServ Wealth Advisors's GE Position: Q1 2017 in Review

AmeriServ Wealth Advisors reduced its GE Aerospace (GE) stake by 4% in Q1 2017, selling an estimated $22K and leaving 3,605 shares worth $514K. The position accounts for 0.67% of the portfolio, ranked #25.

AmeriServ Wealth Advisors first reported a position in GE in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.2M in Q4 2013. 2,124 funds tracked by Wall St. Rank hold GE as of Q1 2017.

AmeriServ Wealth Advisors held 3,605 shares of GE Aerospace worth $514K as of Q1 2017.
AmeriServ Wealth Advisors sold 152 GE Aerospace shares in Q1 2017, an estimated $22K.
GE Aerospace made up 0.67% of AmeriServ Wealth Advisors's portfolio in Q1 2017, its #25 holding.
AmeriServ Wealth Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 16 quarters since.
AmeriServ Wealth Advisors's GE Aerospace position peaked at $2.2M in Q4 2013.
2,124 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2017.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.