FCG Advisors’s Boeing BA Stock Holding History

FCG 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
2020 Q3	$289K	Buy	1,749 +59	+3%	+$10.1K	0.07%	144
2020 Q2	$310K	Buy	1,690 +125	+8%	+$19.2K	0.08%	113
2020 Q1	$233K	Buy	1,565 +570	+57%	+$156K	0.07%	131
2019 Q4	$324K	Buy	995 +54	+6%	+$19.1K	0.09%	117
2019 Q3	$358K	Buy	941 +103	+12%	+$36.8K	0.11%	100
2019 Q2	$305K	Sell	838 -181	-18%	-$66K	0.1%	113
2019 Q1	$389K	Sell	1,019 -231	-18%	-$88.9K	0.13%	88
2018 Q4	$403K	Buy	1,250 +305	+32%	+$105K	0.15%	83
2018 Q3	$351K	Sell	945 -18	-2%	-$6.32K	0.12%	93
2018 Q2	$323K	Buy	963 +137	+17%	+$47.1K	0.12%	93
2018 Q1	$271K	Sell	826 -132	-14%	-$44.6K	0.09%	105
2017 Q4	$219K	Buy	958 +27	+3%	+$7.31K	0.08%	112
2017 Q3	$237K	Sell	931 -218	-19%	-$50.8K	0.09%	108
2017 Q2	$227K	Buy	+1,149	New	+$214K	0.08%	127

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FCG Advisors's BA Position: Q3 2020 in Review

FCG Advisors increased its Boeing (BA) stake by 3.5% in Q3 2020, buying an estimated $10.1K and bringing the position to 1,749 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #144.

FCG Advisors first reported a position in BA in Q2 2017 and has held it in 14 quarters since. The position peaked at $403K in Q4 2018. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

FCG Advisors held 1,749 shares of Boeing worth $289K as of Q3 2020.
FCG Advisors bought 59 Boeing shares in Q3 2020, an estimated $10.1K.
Boeing made up 0.07% of FCG Advisors's portfolio in Q3 2020, its #144 holding.
FCG Advisors first reported a position in Boeing in Q2 2017 and has held it in 14 quarters since.
FCG Advisors's Boeing position peaked at $403K in Q4 2018.
1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.