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Broadview Advisors’s GE Aerospace GE Stock Holding History

Broadview 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
2014
Q4 		– Sell
-4,721
Closed -$580K – 98
2014
Q3 		$580K Sell
4,721
-167
-3% -$20.8K 0.06% 85
2014
Q2 		$616K Sell
4,888
-21
-0.4% -$2.67K 0.06% 91
2014
Q1 		$609K Sell
4,909
-1,956
-28% -$242K 0.06% 95
2013
Q4 		$922K Buy
6,865
+1,899
+38% +$239K 0.1% 84
2013
Q3 		$569K Hold
4,966
– – 0.07% 97
2013
Q2 		$552K Buy
+4,966
New +$550K 0.08% 94

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 $3.37T AUM 44.26% 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 $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Broadview Advisors's GE Position: Q4 2014 in Review

Broadview Advisors sold out of GE Aerospace (GE) in Q4 2014, closing a stake of 4,721 shares — an estimated $580K sold.

Broadview Advisors first reported a position in GE in Q2 2013 and held it in 6 quarters. The position peaked at $922K in Q4 2013. 1,957 funds tracked by Wall St. Rank hold GE as of Q4 2014.

  • Broadview Advisors reported no remaining GE Aerospace position as of Q4 2014 after selling out during the quarter.
  • Broadview Advisors sold 4,721 GE Aerospace shares in Q4 2014, an estimated $580K.
  • Broadview Advisors first reported a position in GE Aerospace in Q2 2013 and held it in 6 quarters.
  • Broadview Advisors's GE Aerospace position peaked at $922K in Q4 2013.
  • 1,957 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2014.

Based on Broadview Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.