ERTS Wealth Advisors’s Boeing BA Stock Holding History

ERTS Wealth Advisors’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
2019 Q1	–	Sell	-301	Closed	-$97K	–	109
2018 Q4	$97K	Buy	+301	New	+$104K	0.07%	122

Other funds holding BA

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ERTS Wealth Advisors's BA Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Boeing (BA) in Q1 2019, closing a stake of 301 shares — an estimated $97K sold.

ERTS Wealth Advisors first reported a position in BA in Q4 2018 and held it in 1 quarter. The position peaked at $97K in Q4 2018. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2019.

ERTS Wealth Advisors reported no remaining Boeing position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 301 Boeing shares in Q1 2019, an estimated $97K.
ERTS Wealth Advisors first reported a position in Boeing in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Boeing position peaked at $97K in Q4 2018.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.