Atherton Lane Advisers’s Boeing BA Stock Holding History

Atherton Lane Advisers’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$30.9M	Buy	213,682 +4,335	+2%	+$624K	1.8%	19
2015 Q3	$27.4M	Buy	209,347 +397	+0.2%	+$55.1K	1.71%	19
2015 Q2	$29M	Sell	208,950 -33,786	-14%	-$4.93M	1.6%	19
2015 Q1	$36.4M	Sell	242,736 -4,017	-2%	-$585K	1.96%	6
2014 Q4	$32.1M	Sell	246,753 -1,839	-0.7%	-$233K	1.76%	9
2014 Q3	$31.7M	Sell	248,592 -4,106	-2%	-$517K	1.8%	7
2014 Q2	$32.2M	Sell	252,698 -3,386	-1%	-$442K	1.79%	7
2014 Q1	$32.1M	Buy	256,084 +580	+0.2%	+$75.6K	1.99%	6
2013 Q4	$34.9M	Sell	255,504 -7,403	-3%	-$962K	2.2%	5
2013 Q3	$30.9M	Sell	262,907 -7,033	-3%	-$758K	2.11%	5
2013 Q2	$27.7M	Buy	+269,940	New	+$25.6M	2.02%	9

Other funds holding BA

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Atherton Lane Advisers's BA Position: Q4 2015 in Review

Atherton Lane Advisers increased its Boeing (BA) stake by 2.1% in Q4 2015, buying an estimated $624K and bringing the position to 213,682 shares worth $30.9M. The position accounts for 1.8% of the portfolio, ranked #19.

Atherton Lane Advisers first reported a position in BA in Q2 2013 and has held it in 11 quarters since. The position peaked at $36.4M in Q1 2015. 1,395 funds tracked by Wall St. Rank hold BA as of Q4 2015.

Atherton Lane Advisers held 213,682 shares of Boeing worth $30.9M as of Q4 2015.
Atherton Lane Advisers bought 4,335 Boeing shares in Q4 2015, an estimated $624K.
Boeing made up 1.8% of Atherton Lane Advisers's portfolio in Q4 2015, its #19 holding.
Atherton Lane Advisers first reported a position in Boeing in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's Boeing position peaked at $36.4M in Q1 2015.
1,395 funds tracked by Wall St. Rank held Boeing as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.