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Beach Investment Management’s Boeing BA Stock Holding History

Beach Investment Management’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
2014
Q3 		– Sell
-8,090
Closed -$1.03M – 48
2014
Q2 		$1.03M Sell
8,090
-5,510
-41% -$719K 1.41% 29
2014
Q1 		$1.71M Buy
13,600
+390
+3% +$50.8K 2.26% 15
2013
Q4 		$1.8M Hold
13,210
– – 2.5% 14
2013
Q3 		$1.55M Buy
+13,210
New +$1.42M 2.39% 17

Other funds holding BA

Capital World Investors
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beach Investment Management's BA Position: Q3 2014 in Review

Beach Investment Management sold out of Boeing (BA) in Q3 2014, closing a stake of 8,090 shares — an estimated $1.03M sold.

Beach Investment Management first reported a position in BA in Q3 2013 and held it in 4 quarters. The position peaked at $1.8M in Q4 2013. 1,167 funds tracked by Wall St. Rank hold BA as of Q3 2014.

  • Beach Investment Management reported no remaining Boeing position as of Q3 2014 after selling out during the quarter.
  • Beach Investment Management sold 8,090 Boeing shares in Q3 2014, an estimated $1.03M.
  • Beach Investment Management first reported a position in Boeing in Q3 2013 and held it in 4 quarters.
  • Beach Investment Management's Boeing position peaked at $1.8M in Q4 2013.
  • 1,167 funds tracked by Wall St. Rank held Boeing as of Q3 2014.

Based on Beach Investment Management's 13F filing for Q3 2014, filed 17 Oct 2014.