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Bellwether Investment Group’s Boeing BA Stock Holding History

Bellwether Investment Group’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
2017
Q3 		– Sell
-1,076
Closed -$213K – 62
2017
Q2 		$213K Buy
1,076
+1,023
+1,930% +$190K 0.99% 52
2017
Q1 		$9K Sell
53
-276
-84% -$47K 0.02% 508
2016
Q4 		$51K Buy
+329
New +$48K 0.05% 266
2016
Q2 		$10K Buy
+75
New +$9.78K 0.01% 407

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bellwether Investment Group's BA Position: Q3 2017 in Review

Bellwether Investment Group sold out of Boeing (BA) in Q3 2017, closing a stake of 1,076 shares — an estimated $213K sold.

Bellwether Investment Group first reported a position in BA in Q2 2016 and held it in 4 quarters. The position peaked at $213K in Q2 2017. 1,658 funds tracked by Wall St. Rank hold BA as of Q3 2017.

  • Bellwether Investment Group reported no remaining Boeing position as of Q3 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,076 Boeing shares in Q3 2017, an estimated $213K.
  • Bellwether Investment Group first reported a position in Boeing in Q2 2016 and held it in 4 quarters.
  • Bellwether Investment Group's Boeing position peaked at $213K in Q2 2017.
  • 1,658 funds tracked by Wall St. Rank held Boeing as of Q3 2017.

Based on Bellwether Investment Group's 13F filing for Q3 2017, filed 13 Nov 2017.