Bruderman Asset Management’s GE Aerospace GE Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-4,715	Closed	-$235K	–	272
2019 Q1	$235K	Buy	4,715 +1,543	+49%	+$72.6K	0.05%	126
2018 Q4	$115K	Buy	3,172 +2,592	+447%	+$117K	0.03%	158
2018 Q3	$31K	Sell	580 -32	-5%	-$1.97K	0.01%	232
2018 Q2	$40K	Buy	612 +197	+47%	+$13.1K	0.01%	219
2018 Q1	$27K	Buy	+415	New	+$30.7K	0.01%	254
2017 Q4	–	Sell	-10,477	Closed	-$1.21M	–	126
2017 Q3	$1.21M	Sell	10,477 -251	-2%	-$30.3K	0.31%	59
2017 Q2	$1.39M	Sell	10,728 -863	-7%	-$118K	0.37%	56
2017 Q1	$1.66M	Sell	11,591 -14,799	-56%	-$2.14M	0.48%	52
2016 Q4	$4M	Sell	26,390 -11,046	-30%	-$1.6M	1.2%	25
2016 Q3	$5.31M	Sell	37,436 -15,549	-29%	-$2.32M	1.59%	22
2016 Q2	$7.99M	Sell	52,985 -17,067	-24%	-$2.49M	2.5%	11
2016 Q1	$10.7M	Sell	70,052 -19,225	-22%	-$2.71M	3.71%	5
2015 Q4	$13.3M	Buy	89,277 +3,447	+4%	+$490K	5.02%	1
2015 Q3	$10.4M	Buy	85,830 +2,822	+3%	+$346K	4.09%	4
2015 Q2	$10.6M	Buy	83,008 +4,736	+6%	+$614K	4.05%	3
2015 Q1	$9.31M	Buy	+78,272	New	+$9.32M	3.63%	9

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bruderman Asset Management's GE Position: Q2 2019 in Review

Bruderman Asset Management sold out of GE Aerospace (GE) in Q2 2019, closing a stake of 4,715 shares — an estimated $235K sold.

Bruderman Asset Management first reported a position in GE in Q1 2015 and held it in 16 quarters. The position peaked at $13.3M in Q4 2015. 1,807 funds tracked by Wall St. Rank hold GE as of Q2 2019.

Bruderman Asset Management reported no remaining GE Aerospace position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 4,715 GE Aerospace shares in Q2 2019, an estimated $235K.
Bruderman Asset Management first reported a position in GE Aerospace in Q1 2015 and held it in 16 quarters.
Bruderman Asset Management's GE Aerospace position peaked at $13.3M in Q4 2015.
1,807 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.