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Edmond de Rothschild (Europe)’s Boeing BA Stock Holding History

Edmond de Rothschild (Europe)’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
2016
Q3 		$2.06M Buy
15,665
+7,339
+88% +$967K 0.83% 29
2016
Q2 		$1.08M Sell
8,326
-995
-11% -$130K 0.54% 30
2016
Q1 		$1.18M Sell
9,321
-1,528
-14% -$190K 0.62% 38
2015
Q4 		$1.57M Buy
10,849
+9,989
+1,162% +$1.44M 0.68% 36
2015
Q3 		$113K Hold
860
– – 0.05% 141
2015
Q2 		$119K Buy
+860
New +$125K 0.04% 170

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edmond de Rothschild (Europe)'s BA Position: Q3 2016 in Review

Edmond de Rothschild (Europe) increased its Boeing (BA) stake by 88% in Q3 2016, buying an estimated $967K and bringing the position to 15,665 shares worth $2.06M. The position accounts for 0.83% of the portfolio, ranked #29.

Edmond de Rothschild (Europe) first reported a position in BA in Q2 2015 and has held it in 6 quarters since. 1,318 funds tracked by Wall St. Rank hold BA as of Q3 2016.

  • Edmond de Rothschild (Europe) held 15,665 shares of Boeing worth $2.06M as of Q3 2016.
  • Edmond de Rothschild (Europe) bought 7,339 Boeing shares in Q3 2016, an estimated $967K.
  • Boeing made up 0.83% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #29 holding.
  • Edmond de Rothschild (Europe) first reported a position in Boeing in Q2 2015 and has held it in 6 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Boeing as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.