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CLA (CliftonLarsonAllen) Wealth Advisors’s GE Aerospace GE Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2019
Q4 		$433K Sell
7,776
-4,011
-34% -$207K 0.03% 139
2019
Q3 		$525K Buy
11,787
+424
+4% +$19.9K 0.05% 124
2019
Q2 		$595K Sell
11,363
-364
-3% -$17.9K 0.06% 90
2019
Q1 		$584K Sell
11,727
-955
-8% -$45K 0.06% 90
2018
Q4 		$460K Buy
12,682
+281
+2% +$12.7K 0.05% 125
2018
Q3 		$671K Sell
12,401
-124
-1% -$7.64K 0.06% 100
2018
Q2 		$817K Sell
12,525
-3,093
-20% -$206K 0.08% 92
2018
Q1 		$1.01M Buy
15,618
+773
+5% +$57.3K 0.1% 91
2017
Q4 		$1.24M Buy
14,845
+859
+6% +$82K 0.13% 77
2017
Q3 		$1.62M Buy
13,986
+135
+1% +$16.3K 0.17% 69
2017
Q2 		$1.79M Sell
13,851
-596
-4% -$81.7K 0.2% 64
2017
Q1 		$2.06M Sell
14,447
-2,537
-15% -$367K 0.23% 55
2016
Q4 		$2.57M Sell
16,984
-88
-0.5% -$12.8K 0.29% 48
2016
Q3 		$2.42M Buy
17,072
+161
+1% +$24K 0.3% 50
2016
Q2 		$2.55M Buy
16,911
+872
+5% +$127K 0.37% 40
2016
Q1 		$2.44M Buy
16,039
+1,493
+10% +$211K 0.38% 41
2015
Q4 		$2.17M Buy
14,546
+357
+3% +$50.7K 0.36% 50
2015
Q3 		$1.72M Buy
14,189
+2,774
+24% +$340K 0.32% 54
2015
Q2 		$1.45M Sell
11,415
-664
-5% -$86.1K 0.29% 48
2015
Q1 		$1.44M Buy
12,079
+4,706
+64% +$560K 0.32% 51
2014
Q4 		$893K Buy
7,373
+4,243
+136% +$522K 0.19% 57
2014
Q3 		$384K Sell
3,130
-308
-9% -$38.4K 0.08% 71
2014
Q2 		$433K Buy
3,438
+96
+3% +$12.2K 0.09% 74
2014
Q1 		$415K Buy
3,342
+625
+23% +$77.2K 0.09% 74
2013
Q4 		$365K Buy
+2,717
New +$342K 0.09% 71

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CLA (CliftonLarsonAllen) Wealth Advisors's GE Position: Q4 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its GE Aerospace (GE) stake by 34% in Q4 2019, selling an estimated $207K and leaving 7,776 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #139.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in GE in Q4 2013 and has held it in 25 quarters since. The position peaked at $2.57M in Q4 2016. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 7,776 shares of GE Aerospace worth $433K as of Q4 2019.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 4,011 GE Aerospace shares in Q4 2019, an estimated $207K.
  • GE Aerospace made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q4 2019, its #139 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in GE Aerospace in Q4 2013 and has held it in 25 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's GE Aerospace position peaked at $2.57M in Q4 2016.
  • 1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.