Charter Research & Investment Group’s Boeing BA Stock Holding History

Charter Research & 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
2018 Q4	–	Sell	-587	Closed	-$218K	–	77
2018 Q3	$218K	Sell	587 -18	-3%	-$6.32K	0.24%	76
2018 Q2	$203K	Sell	605 -165	-21%	-$56.8K	0.23%	75
2018 Q1	$252K	Sell	770 -25	-3%	-$8.45K	0.3%	63
2017 Q4	$234K	Buy	+795	New	+$215K	0.26%	68
2016 Q1	–	Sell	-1,445	Closed	-$209K	–	71
2015 Q4	$209K	Sell	1,445 -100	-6%	-$14.4K	0.24%	69
2015 Q3	$202K	Hold	1,545	–	–	0.27%	64
2015 Q2	$214K	Hold	1,545	–	–	0.24%	70
2015 Q1	$232K	Hold	1,545	–	–	0.26%	67
2014 Q4	$201K	Buy	+1,545	New	+$196K	0.22%	72

Other funds holding BA

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Charter Research & Investment Group's BA Position: Q4 2018 in Review

Charter Research & Investment Group sold out of Boeing (BA) in Q4 2018, closing a stake of 587 shares — an estimated $218K sold.

Charter Research & Investment Group first reported a position in BA in Q4 2014 and held it in 9 quarters. The position peaked at $252K in Q1 2018. 2,059 funds tracked by Wall St. Rank hold BA as of Q4 2018.

Charter Research & Investment Group reported no remaining Boeing position as of Q4 2018 after selling out during the quarter.
Charter Research & Investment Group sold 587 Boeing shares in Q4 2018, an estimated $218K.
Charter Research & Investment Group first reported a position in Boeing in Q4 2014 and held it in 9 quarters.
Charter Research & Investment Group's Boeing position peaked at $252K in Q1 2018.
2,059 funds tracked by Wall St. Rank held Boeing as of Q4 2018.

Based on Charter Research & Investment Group's 13F filing for Q4 2018, filed 14 Feb 2019.