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Asset Planning Services (Pennsylvania)’s GE Aerospace GE Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-1,287
Closed -$57K – 139
2019
Q3 		$57K Buy
1,287
+1
+0.1% +$47 0.02% 127
2019
Q2 		$67K Hold
1,286
– – 0.03% 113
2019
Q1 		$64K Sell
1,286
-51
-4% -$2.4K 0.03% 112
2018
Q4 		$49K Hold
1,337
– – 0.02% 125
2018
Q3 		$59K Buy
1,337
+6
+0.5% +$370 0.03% 116
2018
Q2 		$87K Buy
1,331
+3
+0.2% +$200 0.04% 100
2018
Q1 		$86K Sell
1,328
-227
-15% -$16.8K 0.04% 101
2017
Q4 		$130K Sell
1,555
-977
-39% -$93.3K 0.07% 89
2017
Q3 		$293K Buy
2,532
+117
+5% +$14.1K 0.16% 56
2017
Q2 		$313K Sell
2,415
-508
-17% -$69.6K 0.2% 55
2017
Q1 		$417K Buy
2,923
+455
+18% +$65.9K 0.28% 50
2016
Q4 		$374K Buy
2,468
+5
+0.2% +$726 0.3% 45
2016
Q3 		$350K Sell
2,463
-209
-8% -$31.2K 0.29% 48
2016
Q2 		$403K Hold
2,672
– – 0.35% 42
2016
Q1 		$407K Buy
2,672
+1,461
+121% +$206K 0.37% 41
2015
Q4 		$181K Hold
1,211
– – 0.17% 55
2015
Q3 		$146K Hold
1,211
– – 0.15% 57
2015
Q2 		$154K Buy
+1,211
New +$157K 0.15% 58

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Asset Planning Services (Pennsylvania)'s GE Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of GE Aerospace (GE) in Q4 2019, closing a stake of 1,287 shares — an estimated $57K sold.

Asset Planning Services (Pennsylvania) first reported a position in GE in Q2 2015 and held it in 18 quarters. The position peaked at $417K in Q1 2017. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining GE Aerospace position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,287 GE Aerospace shares in Q4 2019, an estimated $57K.
  • Asset Planning Services (Pennsylvania) first reported a position in GE Aerospace in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s GE Aerospace position peaked at $417K in Q1 2017.
  • 1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.