Fusion Investment Group’s GE Aerospace GE Stock Holding History

Fusion Investment Group’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
2015 Q4	$1.14M	Sell	7,635 -857	-10%	-$122K	3.05%	5
2015 Q3	$1.03M	Sell	8,492 -161	-2%	-$19.7K	2.43%	7
2015 Q2	$1.1M	Sell	8,653 -219	-2%	-$28.4K	0.85%	21
2015 Q1	$1.05M	Sell	8,872 -617	-7%	-$73.4K	0.84%	22
2014 Q4	$1.15M	Buy	9,489 +1,078	+13%	+$133K	0.97%	17
2014 Q3	$1.03M	Sell	8,411 -2,137	-20%	-$266K	0.89%	16
2014 Q2	$1.33M	Buy	10,548 +3,867	+58%	+$492K	1.14%	13
2014 Q1	$828K	Sell	6,681 -14,622	-69%	-$1.81M	0.84%	18
2013 Q4	$2.86M	Buy	+21,303	New	+$2.68M	2.12%	7

Other funds holding GE

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fusion Investment Group's GE Position: Q4 2015 in Review

Fusion Investment Group reduced its GE Aerospace (GE) stake by 10% in Q4 2015, selling an estimated $122K and leaving 7,635 shares worth $1.14M. The position accounts for 3.05% of the portfolio, ranked #5.

Fusion Investment Group first reported a position in GE in Q4 2013 and has held it in 9 quarters since. The position peaked at $2.86M in Q4 2013. 2,054 funds tracked by Wall St. Rank hold GE as of Q4 2015.

Fusion Investment Group held 7,635 shares of GE Aerospace worth $1.14M as of Q4 2015.
Fusion Investment Group sold 857 GE Aerospace shares in Q4 2015, an estimated $122K.
GE Aerospace made up 3.05% of Fusion Investment Group's portfolio in Q4 2015, its #5 holding.
Fusion Investment Group first reported a position in GE Aerospace in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's GE Aerospace position peaked at $2.86M in Q4 2013.
2,054 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.