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FinTrust Investment Advisory Services’s Boeing BA Stock Holding History

FinTrust Investment Advisory Services’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
2018
Q1 		$603K Sell
1,840
-114
-6% -$38.5K 0.55% 33
2017
Q4 		$576K Sell
1,954
-759
-28% -$205K 0.51% 39
2017
Q3 		$690K Buy
+2,713
New +$632K 0.66% 30

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Investment Advisory Services's BA Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Boeing (BA) stake by 5.8% in Q1 2018, selling an estimated $38.5K and leaving 1,840 shares worth $603K. The position accounts for 0.55% of the portfolio, ranked #33.

FinTrust Investment Advisory Services first reported a position in BA in Q3 2017 and has held it in 3 quarters since. The position peaked at $690K in Q3 2017. 1,889 funds tracked by Wall St. Rank hold BA as of Q1 2018.

  • FinTrust Investment Advisory Services held 1,840 shares of Boeing worth $603K as of Q1 2018.
  • FinTrust Investment Advisory Services sold 114 Boeing shares in Q1 2018, an estimated $38.5K.
  • Boeing made up 0.55% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #33 holding.
  • FinTrust Investment Advisory Services first reported a position in Boeing in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Boeing position peaked at $690K in Q3 2017.
  • 1,889 funds tracked by Wall St. Rank held Boeing as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.