Clear Perspective Advisors’s GE Aerospace GE Stock Holding History

Clear Perspective 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
2020 Q2	–	Sell	-7,522	Closed	-$298K	–	124
2020 Q1	$298K	Sell	7,522 -2,647	-26%	-$141K	0.2%	87
2019 Q4	$566K	Buy	+10,169	New	+$525K	0.35%	68
2018 Q4	–	Sell	-8,450	Closed	-$4K	–	138
2018 Q3	$4K	Sell	8,450 -3,484	-29%	-$215K	﹤0.01%	142
2018 Q2	$778K	Buy	11,934 +11	+0.1%	+$734	0.54%	48
2018 Q1	$770K	Buy	11,923 +2,236	+23%	+$166K	0.58%	43
2017 Q4	$810K	Sell	9,687 -293	-3%	-$28K	0.62%	38
2017 Q3	$1.16M	Sell	9,980 -382	-4%	-$46.2K	0.94%	21
2017 Q2	$1.34M	Buy	10,362 +1,417	+16%	+$194K	1.13%	21
2017 Q1	$1.28M	Sell	8,945 -352	-4%	-$51K	0.84%	27
2016 Q4	$1.41M	Buy	+9,297	New	+$1.35M	0.93%	24

Other funds holding GE

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

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

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Clear Perspective Advisors's GE Position: Q2 2020 in Review

Clear Perspective Advisors sold out of GE Aerospace (GE) in Q2 2020, closing a stake of 7,522 shares — an estimated $298K sold.

Clear Perspective Advisors first reported a position in GE in Q4 2016 and held it in 10 quarters. The position peaked at $1.41M in Q4 2016. 1,791 funds tracked by Wall St. Rank hold GE as of Q2 2020.

Clear Perspective Advisors reported no remaining GE Aerospace position as of Q2 2020 after selling out during the quarter.
Clear Perspective Advisors sold 7,522 GE Aerospace shares in Q2 2020, an estimated $298K.
Clear Perspective Advisors first reported a position in GE Aerospace in Q4 2016 and held it in 10 quarters.
Clear Perspective Advisors's GE Aerospace position peaked at $1.41M in Q4 2016.
1,791 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2020.

Based on Clear Perspective Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.