First Western Capital Management’s GE Aerospace GE Stock Holding History

First Western Capital 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
2017 Q4	–	Sell	-3,154	Closed	-$365K	–	73
2017 Q3	$365K	Sell	3,154 -1,440	-31%	-$174K	0.22%	64
2017 Q2	$595K	Sell	4,594 -745	-14%	-$102K	0.36%	56
2017 Q1	$763K	Sell	5,339 -1,463	-22%	-$212K	0.46%	54
2016 Q4	$1.03M	Sell	6,802 -4,352	-39%	-$632K	0.56%	59
2016 Q3	$1.58M	Sell	11,154 -1,085	-9%	-$162K	0.62%	64
2016 Q2	$1.85M	Sell	12,239 -5,097	-29%	-$744K	0.68%	63
2016 Q1	$2.64M	Buy	17,336 +1,266	+8%	+$179K	0.94%	51
2015 Q4	$2.4M	Buy	+16,070	New	+$2.28M	0.75%	61
2015 Q3	–	Sell	-13,450	Closed	-$1.71M	–	117
2015 Q2	$1.71M	Buy	+13,450	New	+$1.74M	0.55%	80
2015 Q1	–	Sell	-16,584	Closed	-$2.01M	–	124
2014 Q4	$2.01M	Buy	16,584 +2,702	+19%	+$332K	0.59%	71
2014 Q3	$1.7M	Sell	13,882 -6,104	-31%	-$761K	0.5%	75
2014 Q2	$2.52M	Buy	19,986 +48	+0.2%	+$6.11K	0.83%	44
2014 Q1	$2.47M	Sell	19,938 -1,857	-9%	-$229K	0.87%	38
2013 Q4	$2.93M	Buy	+21,795	New	+$2.74M	1.01%	36

Other funds holding GE

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Western Capital Management's GE Position: Q4 2017 in Review

First Western Capital Management sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 3,154 shares — an estimated $365K sold.

First Western Capital Management first reported a position in GE in Q4 2013 and held it in 14 quarters. The position peaked at $2.93M in Q4 2013. 2,106 funds tracked by Wall St. Rank hold GE as of Q4 2017.

First Western Capital Management reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
First Western Capital Management sold 3,154 GE Aerospace shares in Q4 2017, an estimated $365K.
First Western Capital Management first reported a position in GE Aerospace in Q4 2013 and held it in 14 quarters.
First Western Capital Management's GE Aerospace position peaked at $2.93M in Q4 2013.
2,106 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on First Western Capital Management's 13F filing for Q4 2017, filed 1 Feb 2018.