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Evanston Advisors’s Boeing BA Stock Holding History

Evanston 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
2016
Q3 		– Sell
-47,605
Closed -$6.18M – 60
2016
Q2 		$6.18M Buy
47,605
+813
+2% +$106K 2.02% 22
2016
Q1 		$5.94M Buy
46,792
+2,226
+5% +$276K 1.96% 28
2015
Q4 		$6.44M Sell
44,566
-977
-2% -$141K 2.25% 14
2015
Q3 		$5.96M Buy
45,543
+4,869
+12% +$675K 1.97% 22
2015
Q2 		$5.64M Buy
40,674
+1,570
+4% +$229K 1.85% 31
2015
Q1 		$5.87M Sell
39,104
-4,775
-11% -$695K 1.92% 25
2014
Q4 		$5.7M Sell
43,879
-813
-2% -$103K 2.01% 23
2014
Q3 		$5.69M Buy
44,692
+2,129
+5% +$268K 1.93% 19
2014
Q2 		$5.42M Buy
42,563
+1,435
+3% +$187K 1.88% 24
2014
Q1 		$5.16M Sell
41,128
-2,952
-7% -$385K 1.85% 31
2013
Q4 		$6.02M Sell
44,080
-3,004
-6% -$390K 2.27% 11
2013
Q3 		$5.53M Sell
47,084
-625
-1% -$67.3K 2.23% 9
2013
Q2 		$4.89M Buy
+47,709
New +$4.53M 2.17% 13

Other funds holding BA

Capital World Investors
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
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 $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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evanston Advisors's BA Position: Q3 2016 in Review

Evanston Advisors sold out of Boeing (BA) in Q3 2016, closing a stake of 47,605 shares — an estimated $6.18M sold.

Evanston Advisors first reported a position in BA in Q2 2013 and held it in 13 quarters. The position peaked at $6.44M in Q4 2015. 1,317 funds tracked by Wall St. Rank hold BA as of Q3 2016.

  • Evanston Advisors reported no remaining Boeing position as of Q3 2016 after selling out during the quarter.
  • Evanston Advisors sold 47,605 Boeing shares in Q3 2016, an estimated $6.18M.
  • Evanston Advisors first reported a position in Boeing in Q2 2013 and held it in 13 quarters.
  • Evanston Advisors's Boeing position peaked at $6.44M in Q4 2015.
  • 1,317 funds tracked by Wall St. Rank held Boeing as of Q3 2016.

Based on Evanston Advisors's 13F filing for Q3 2016, filed 7 Nov 2016.