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Goldstein Munger & Associates’s GE Aerospace GE Stock Holding History

Goldstein Munger & Associates’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
2014
Q1 		– Sell
-2,524
Closed -$339K – 29
2013
Q4 		$339K Hold
2,524
– – 0.14% 26
2013
Q3 		$289K Hold
2,524
– – 0.11% 27
2013
Q2 		$281K Buy
+2,524
New +$279K 0.11% 29

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldstein Munger & Associates's GE Position: Q1 2014 in Review

Goldstein Munger & Associates sold out of GE Aerospace (GE) in Q1 2014, closing a stake of 2,524 shares — an estimated $339K sold.

Goldstein Munger & Associates first reported a position in GE in Q2 2013 and held it in 3 quarters. The position peaked at $339K in Q4 2013. 1,859 funds tracked by Wall St. Rank hold GE as of Q1 2014.

  • Goldstein Munger & Associates reported no remaining GE Aerospace position as of Q1 2014 after selling out during the quarter.
  • Goldstein Munger & Associates sold 2,524 GE Aerospace shares in Q1 2014, an estimated $339K.
  • Goldstein Munger & Associates first reported a position in GE Aerospace in Q2 2013 and held it in 3 quarters.
  • Goldstein Munger & Associates's GE Aerospace position peaked at $339K in Q4 2013.
  • 1,859 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2014.

Based on Goldstein Munger & Associates's 13F filing for Q1 2014, filed 14 May 2014.