BCM
BA icon

BTR Capital Management’s Boeing BA Stock Holding History

BTR Capital 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
2020
Q1 		– Sell
-3,548
Closed -$1.16M – 148
2019
Q4 		$1.16M Sell
3,548
-244
-6% -$86.4K 0.2% 80
2019
Q3 		$1.44M Sell
3,792
-100
-3% -$35.7K 0.27% 68
2019
Q2 		$1.42M Buy
3,892
+364
+10% +$133K 0.26% 69
2019
Q1 		$1.35M Sell
3,528
-290
-8% -$112K 0.26% 71
2018
Q4 		$1.23M Sell
3,818
-30
-0.8% -$10.4K 0.26% 75
2018
Q3 		$1.43M Buy
3,848
+39
+1% +$13.7K 0.25% 65
2018
Q2 		$1.28M Sell
3,809
-34
-0.9% -$11.7K 0.25% 64
2018
Q1 		$1.26M Sell
3,843
-1,099
-22% -$371K 0.25% 64
2017
Q4 		$1.46M Sell
4,942
-4
-0.1% -$1.08K 0.29% 64
2017
Q3 		$1.26M Sell
4,946
-400
-7% -$93.2K 0.26% 66
2017
Q2 		$1.06M Sell
5,346
-93
-2% -$17.3K 0.22% 69
2017
Q1 		$962K Sell
5,439
-380
-7% -$64.7K 0.2% 72
2016
Q4 		$767K Hold
5,819
– – 0.17% 85
2016
Q3 		$767K Hold
5,819
– – 0.17% 85
2016
Q2 		$756K Sell
5,819
-81
-1% -$10.6K 0.17% 90
2016
Q1 		$749K Sell
5,900
-3,700
-39% -$459K 0.17% 93
2015
Q4 		$1.39M Hold
9,600
– – 0.32% 72
2015
Q3 		$1.26M Buy
+9,600
New +$1.33M 0.3% 74
2015
Q1 		– Sell
-1,700
Closed -$221K – 157
2014
Q4 		$221K Sell
1,700
-200
-11% -$25.4K 0.06% 131
2014
Q3 		$242K Sell
1,900
-200
-10% -$25.2K 0.07% 122
2014
Q2 		$267K Buy
2,100
+500
+31% +$65.3K 0.07% 117
2014
Q1 		$201K Hold
1,600
– – 0.06% 134
2013
Q4 		$218K Buy
+1,600
New +$208K 0.06% 132

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BTR Capital Management's BA Position: Q1 2020 in Review

BTR Capital Management sold out of Boeing (BA) in Q1 2020, closing a stake of 3,548 shares — an estimated $1.16M sold.

BTR Capital Management first reported a position in BA in Q4 2013 and held it in 23 quarters. The position peaked at $1.46M in Q4 2017. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • BTR Capital Management reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • BTR Capital Management sold 3,548 Boeing shares in Q1 2020, an estimated $1.16M.
  • BTR Capital Management first reported a position in Boeing in Q4 2013 and held it in 23 quarters.
  • BTR Capital Management's Boeing position peaked at $1.46M in Q4 2017.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on BTR Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.