EWM
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Executive Wealth Management’s GE Aerospace GE Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-1,820
Closed -$95K – 380
2019
Q2 		$95K Buy
1,820
+546
+43% +$26.9K 0.01% 221
2019
Q1 		$63K Buy
1,274
+293
+30% +$13.8K 0.01% 234
2018
Q4 		$36K Buy
+981
New +$44.3K 0.01% 330

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's GE Position: Q3 2019 in Review

Executive Wealth Management sold out of GE Aerospace (GE) in Q3 2019, closing a stake of 1,820 shares — an estimated $95K sold.

Executive Wealth Management first reported a position in GE in Q4 2018 and held it in 3 quarters. The position peaked at $95K in Q2 2019. 1,759 funds tracked by Wall St. Rank hold GE as of Q3 2019.

  • Executive Wealth Management reported no remaining GE Aerospace position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,820 GE Aerospace shares in Q3 2019, an estimated $95K.
  • Executive Wealth Management first reported a position in GE Aerospace in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's GE Aerospace position peaked at $95K in Q2 2019.
  • 1,759 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.