Cypress Wealth Advisors’s GE Aerospace GE Stock Holding History

Cypress 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 Q1	$297K	Buy	5,965 +540	+10%	+$25.4K	0.34%	60
2018 Q4	$197K	Sell	5,425 -535	-9%	-$24.2K	0.27%	71
2018 Q3	$322K	Sell	5,960 -564	-9%	-$34.8K	0.34%	61
2018 Q2	$426K	Buy	6,524 +709	+12%	+$47.3K	0.46%	55
2018 Q1	$376K	Sell	5,815 -724	-11%	-$53.6K	0.41%	60
2017 Q4	$547K	Buy	6,539 +724	+12%	+$69.1K	0.52%	54
2017 Q3	$674K	Sell	5,815 -569	-9%	-$68.8K	1.09%	25
2017 Q2	$826K	Sell	6,384 -2,592	-29%	-$355K	0.96%	28
2017 Q1	$1.28M	Sell	8,976 -1,331	-13%	-$193K	0.59%	41
2016 Q4	$1.56M	Buy	10,307 +1,625	+19%	+$236K	0.71%	34
2016 Q3	$1.23M	Sell	8,682 -935	-10%	-$139K	0.56%	45
2016 Q2	$1.45M	Sell	9,617 -366	-4%	-$53.4K	0.72%	33
2016 Q1	$1.52M	Buy	9,983 +1,050	+12%	+$148K	0.7%	30
2015 Q4	$1.33M	Buy	8,933 +1,312	+17%	+$186K	0.68%	32
2015 Q3	$921K	Buy	7,621 +214	+3%	+$26.2K	0.5%	46
2015 Q2	$943K	Buy	+7,407	New	+$961K	0.55%	48

Other funds holding GE

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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

Cypress Wealth Advisors's GE Position: Q1 2019 in Review

Cypress Wealth Advisors increased its GE Aerospace (GE) stake by 10% in Q1 2019, buying an estimated $25.4K and bringing the position to 5,965 shares worth $297K. The position accounts for 0.34% of the portfolio, ranked #60.

Cypress Wealth Advisors first reported a position in GE in Q2 2015 and has held it in 16 quarters since. The position peaked at $1.56M in Q4 2016. 1,839 funds tracked by Wall St. Rank hold GE as of Q1 2019.

Cypress Wealth Advisors held 5,965 shares of GE Aerospace worth $297K as of Q1 2019.
Cypress Wealth Advisors bought 540 GE Aerospace shares in Q1 2019, an estimated $25.4K.
GE Aerospace made up 0.34% of Cypress Wealth Advisors's portfolio in Q1 2019, its #60 holding.
Cypress Wealth Advisors first reported a position in GE Aerospace in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's GE Aerospace position peaked at $1.56M in Q4 2016.
1,839 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.