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BKS Advisors’s GE Aerospace GE Stock Holding History

BKS Advisors’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
2017
Q4 		– Sell
-1,823
Closed -$211K – 216
2017
Q3 		$211K Sell
1,823
-20,898
-92% -$2.53M 0.08% 189
2017
Q2 		$2.94M Buy
22,721
+341
+2% +$46.7K 1.2% 23
2017
Q1 		$3.2M Sell
22,380
-160
-0.7% -$23.2K 1.4% 18
2016
Q4 		$3.41M Buy
22,540
+453
+2% +$65.8K 1.6% 14
2016
Q3 		$3.13M Buy
22,087
+420
+2% +$62.7K 1.44% 18
2016
Q2 		$3.27M Sell
21,667
-300
-1% -$43.8K 1.68% 15
2016
Q1 		$3.35M Sell
21,967
-116
-0.5% -$16.4K 1.75% 16
2015
Q4 		$3.3M Sell
22,083
-1,122
-5% -$159K 1.7% 17
2015
Q3 		$2.81M Buy
23,205
+574
+3% +$70.3K 1.56% 21
2015
Q2 		$2.88M Sell
22,631
-649
-3% -$84.2K 1.38% 24
2015
Q1 		$2.77M Buy
+23,280
New +$2.77M 1.32% 24

Other funds holding GE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BKS Advisors's GE Position: Q4 2017 in Review

BKS Advisors sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 1,823 shares — an estimated $211K sold.

BKS Advisors first reported a position in GE in Q1 2015 and held it in 11 quarters. The position peaked at $3.41M in Q4 2016. 2,105 funds tracked by Wall St. Rank hold GE as of Q4 2017.

  • BKS Advisors reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
  • BKS Advisors sold 1,823 GE Aerospace shares in Q4 2017, an estimated $211K.
  • BKS Advisors first reported a position in GE Aerospace in Q1 2015 and held it in 11 quarters.
  • BKS Advisors's GE Aerospace position peaked at $3.41M in Q4 2016.
  • 2,105 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on BKS Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.