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Barton Investment Management’s GE Aerospace GE Stock Holding History

Barton Investment Management’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
2016
Q2 		– Sell
-2,418
Closed -$368K – 48
2016
Q1 		$368K Buy
2,418
+1,289
+114% +$182K 0.1% 43
2015
Q4 		$168K Buy
+1,129
New +$160K 0.06% 47
2014
Q1 		– Sell
-1,763
Closed -$237K – 48
2013
Q4 		$237K Hold
1,763
– – 0.09% 48
2013
Q3 		$202K Sell
1,763
-4,841
-73% -$555K 0.09% 49
2013
Q2 		$734K Buy
+6,604
New +$731K 0.38% 26

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barton Investment Management's GE Position: Q2 2016 in Review

Barton Investment Management sold out of GE Aerospace (GE) in Q2 2016, closing a stake of 2,418 shares — an estimated $368K sold.

Barton Investment Management first reported a position in GE in Q2 2013 and held it in 5 quarters. The position peaked at $734K in Q2 2013. 2,043 funds tracked by Wall St. Rank hold GE as of Q2 2016.

  • Barton Investment Management reported no remaining GE Aerospace position as of Q2 2016 after selling out during the quarter.
  • Barton Investment Management sold 2,418 GE Aerospace shares in Q2 2016, an estimated $368K.
  • Barton Investment Management first reported a position in GE Aerospace in Q2 2013 and held it in 5 quarters.
  • Barton Investment Management's GE Aerospace position peaked at $734K in Q2 2013.
  • 2,043 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2016.

Based on Barton Investment Management's 13F filing for Q2 2016, filed 3 Aug 2016.