Banyan Partners’s GE Aerospace GE Stock Holding History

Banyan Partners’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
2014 Q3	$27.7M	Buy	225,713 +4,122	+2%	+$514K	2.35%	2
2014 Q2	$27.9M	Sell	221,591 -4,124	-2%	-$524K	2.36%	2
2014 Q1	$28M	Buy	225,715 +5,766	+3%	+$712K	2.41%	2
2013 Q4	$29.5M	Buy	219,949 +18,897	+9%	+$2.38M	2.07%	3
2013 Q3	$23M	Buy	201,052 +56,704	+39%	+$6.5M	2.04%	4
2013 Q2	$16M	Buy	+144,348	New	+$16M	3.16%	2

Other funds holding GE

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

BIT

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

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

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

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

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

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

BFA

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

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

Banyan Partners's GE Position: Q3 2014 in Review

Banyan Partners increased its GE Aerospace (GE) stake by 1.9% in Q3 2014, buying an estimated $514K and bringing the position to 225,713 shares worth $27.7M. The position accounts for 2.35% of the portfolio, ranked #2.

Banyan Partners first reported a position in GE in Q2 2013 and has held it in 6 quarters since. The position peaked at $29.5M in Q4 2013. 1,845 funds tracked by Wall St. Rank hold GE as of Q3 2014.

Banyan Partners held 225,713 shares of GE Aerospace worth $27.7M as of Q3 2014.
Banyan Partners bought 4,122 GE Aerospace shares in Q3 2014, an estimated $514K.
GE Aerospace made up 2.35% of Banyan Partners's portfolio in Q3 2014, its #2 holding.
Banyan Partners first reported a position in GE Aerospace in Q2 2013 and has held it in 6 quarters since.
Banyan Partners's GE Aerospace position peaked at $29.5M in Q4 2013.
1,845 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.