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Fusion Family Wealth’s Boeing BA Stock Holding History

Fusion Family Wealth’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 		– Sell
-314
Closed -$93K – 280
2017
Q4 		$93K Hold
314
– – 0.02% 100
2017
Q3 		$80K Buy
314
+110
+54% +$25.6K 0.03% 68
2017
Q2 		$40K Hold
204
– – 0.01% 130
2017
Q1 		$36K Hold
204
– – 0.01% 133
2016
Q4 		$32K Buy
+204
New +$29.8K 0.02% 153

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 $145B AUM 34.61% 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

Fusion Family Wealth's BA Position: Q1 2018 in Review

Fusion Family Wealth sold out of Boeing (BA) in Q1 2018, closing a stake of 314 shares — an estimated $93K sold.

Fusion Family Wealth first reported a position in BA in Q4 2016 and held it in 5 quarters. The position peaked at $93K in Q4 2017. 1,888 funds tracked by Wall St. Rank hold BA as of Q1 2018.

  • Fusion Family Wealth reported no remaining Boeing position as of Q1 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 314 Boeing shares in Q1 2018, an estimated $93K.
  • Fusion Family Wealth first reported a position in Boeing in Q4 2016 and held it in 5 quarters.
  • Fusion Family Wealth's Boeing position peaked at $93K in Q4 2017.
  • 1,888 funds tracked by Wall St. Rank held Boeing as of Q1 2018.

Based on Fusion Family Wealth's 13F filing for Q1 2018, filed 2 May 2018.