Douglas C. Lane & Associates’s Boeing BA Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	$480K	Sell	3,321 -304	-8%	-$43.8K	0.01%	174
2015 Q3	$475K	Sell	3,625 -526	-13%	-$73K	0.01%	173
2015 Q2	$576K	Sell	4,151 -855	-17%	-$125K	0.02%	166
2015 Q1	$751K	Sell	5,006 -1,090	-18%	-$159K	0.02%	156
2014 Q4	$792K	Sell	6,096 -2,307	-27%	-$293K	0.02%	155
2014 Q3	$1.07M	Sell	8,403 -203	-2%	-$25.6K	0.03%	146
2014 Q2	$1.09M	Buy	8,606 +2,638	+44%	+$344K	0.03%	140
2014 Q1	$749K	Buy	5,968 +522	+10%	+$68K	0.02%	146
2013 Q4	$743K	Buy	5,446 +1,280	+31%	+$166K	0.02%	143
2013 Q3	$490K	Buy	4,166 +85	+2%	+$9.15K	0.02%	156
2013 Q2	$418K	Buy	+4,081	New	+$388K	0.02%	160

Other funds holding BA

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Douglas C. Lane & Associates's BA Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Boeing (BA) stake by 8.4% in Q4 2015, selling an estimated $43.8K and leaving 3,321 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #174.

Douglas C. Lane & Associates first reported a position in BA in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.09M in Q2 2014. 1,396 funds tracked by Wall St. Rank hold BA as of Q4 2015.

Douglas C. Lane & Associates held 3,321 shares of Boeing worth $480K as of Q4 2015.
Douglas C. Lane & Associates sold 304 Boeing shares in Q4 2015, an estimated $43.8K.
Boeing made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #174 holding.
Douglas C. Lane & Associates first reported a position in Boeing in Q2 2013 and has held it in 11 quarters since.
Douglas C. Lane & Associates's Boeing position peaked at $1.09M in Q2 2014.
1,396 funds tracked by Wall St. Rank held Boeing as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.