CWM
BA icon

Concert Wealth Management’s Boeing BA Stock Holding History

Concert Wealth 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
2017
Q3 		– Sell
-3,800
Closed -$756K – 33
2017
Q2 		$756K Sell
3,800
-16,609
-81% -$3.09M 0.73% 35
2017
Q1 		$3.19M Sell
20,409
-172
-0.8% -$29.3K 0.72% 18
2016
Q4 		$3.21M Sell
20,581
-31,627
-61% -$4.62M 0.72% 18
2016
Q3 		$6.88M Buy
52,208
+784
+2% +$103K 0.84% 15
2016
Q2 		$6.67M Buy
51,424
+4,181
+9% +$545K 0.9% 13
2016
Q1 		$6M Buy
47,243
+2,927
+7% +$363K 0.8% 16
2015
Q4 		$6.38M Buy
44,316
+474
+1% +$68.3K 0.85% 13
2015
Q3 		$5.74M Buy
43,842
+1,533
+4% +$213K 0.78% 18
2015
Q2 		$5.86M Sell
42,309
-1,807
-4% -$264K 0.76% 18
2015
Q1 		$4.87M Buy
44,116
+2,408
+6% +$351K 1.39% 9
2014
Q4 		$5.41M Buy
41,708
+19,503
+88% +$2.47M 0.83% 15
2014
Q3 		$2.83M Sell
22,205
-679
-3% -$85.5K 0.38% 21
2014
Q2 		$2.82M Buy
22,884
+334
+1% +$43.6K 0.35% 23
2014
Q1 		$2.79M Buy
22,550
+2,793
+14% +$364K 0.35% 24
2013
Q4 		$2.69M Sell
19,757
-1,275
-6% -$166K 0.34% 26
2013
Q3 		$2.49M Buy
21,032
+1,814
+9% +$195K 0.35% 22
2013
Q2 		$1.97M Buy
+19,218
New +$1.83M 0.29% 31

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concert Wealth Management's BA Position: Q3 2017 in Review

Concert Wealth Management sold out of Boeing (BA) in Q3 2017, closing a stake of 3,800 shares — an estimated $756K sold.

Concert Wealth Management first reported a position in BA in Q2 2013 and held it in 17 quarters. The position peaked at $6.88M in Q3 2016. 1,657 funds tracked by Wall St. Rank hold BA as of Q3 2017.

  • Concert Wealth Management reported no remaining Boeing position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,800 Boeing shares in Q3 2017, an estimated $756K.
  • Concert Wealth Management first reported a position in Boeing in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Boeing position peaked at $6.88M in Q3 2016.
  • 1,657 funds tracked by Wall St. Rank held Boeing as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.