First Western Capital Management’s Boeing BA Stock Holding History

First Western Capital Management’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 Q1	–	Sell	-693	Closed	-$226K	–	16
2019 Q4	$226K	Hold	693	–	–	3.59%	19
2019 Q3	$264K	Sell	693 -152	-18%	-$54.3K	4.11%	9
2019 Q2	$308K	Sell	845 -8	-0.9%	-$2.92K	4.09%	10
2019 Q1	$325K	Sell	853 -453	-35%	-$174K	4.62%	7
2018 Q4	$421K	Sell	1,306 -1,192	-48%	-$412K	3.82%	8
2018 Q3	$929K	Sell	2,498 -128	-5%	-$45K	4.18%	2
2018 Q2	$881K	Buy	2,626 +339	+15%	+$117K	3.98%	2
2018 Q1	$750K	Sell	2,287 -771	-25%	-$260K	3.56%	3
2017 Q4	$902K	Hold	3,058	–	–	0.51%	42
2017 Q3	$777K	Sell	3,058 -630	-17%	-$147K	0.47%	41
2017 Q2	$729K	Sell	3,688 -1,345	-27%	-$250K	0.44%	43
2017 Q1	$890K	Sell	5,033 -1,542	-23%	-$263K	0.54%	42
2016 Q4	$1.02M	Sell	6,575 -5,046	-43%	-$737K	0.56%	60
2016 Q3	$1.53M	Buy	+11,621	New	+$1.53M	0.6%	67
2014 Q2	–	Sell	-18,629	Closed	-$2.34M	–	124
2014 Q1	$2.34M	Buy	+18,629	New	+$2.43M	0.83%	40

Other funds holding BA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Western Capital Management's BA Position: Q1 2020 in Review

First Western Capital Management sold out of Boeing (BA) in Q1 2020, closing a stake of 693 shares — an estimated $226K sold.

First Western Capital Management first reported a position in BA in Q1 2014 and held it in 15 quarters. The position peaked at $2.34M in Q1 2014. 1,759 funds tracked by Wall St. Rank hold BA as of Q1 2020.

First Western Capital Management reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
First Western Capital Management sold 693 Boeing shares in Q1 2020, an estimated $226K.
First Western Capital Management first reported a position in Boeing in Q1 2014 and held it in 15 quarters.
First Western Capital Management's Boeing position peaked at $2.34M in Q1 2014.
1,759 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on First Western Capital Management's 13F filing for Q1 2020, filed 14 May 2020.