Guardian Capital (Canada)’s Boeing BA Stock Holding History

Guardian Capital (Canada)’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
2017 Q4	–	Sell	-1,902	Closed	-$484K	–	186
2017 Q3	$484K	Sell	1,902 -165	-8%	-$38.5K	0.01%	155
2017 Q2	$409K	Sell	2,067 -185	-8%	-$34.4K	0.01%	166
2017 Q1	$398K	Sell	2,252 -709	-24%	-$121K	0.01%	171
2016 Q4	$461K	Buy	+2,961	New	+$432K	0.01%	168
2016 Q3	–	Sell	-2,434	Closed	-$316K	–	208
2016 Q2	$316K	Buy	+2,434	New	+$317K	0.01%	169
2015 Q3	–	Sell	-3,480	Closed	-$483K	–	212
2015 Q2	$483K	Buy	+3,480	New	+$508K	0.01%	159
2015 Q1	–	Sell	-3,621	Closed	-$471K	–	214
2014 Q4	$471K	Buy	3,621 +1,385	+62%	+$176K	0.01%	179
2014 Q3	$285K	Buy	+2,236	New	+$282K	﹤0.01%	203
2014 Q1	–	Sell	-10,242	Closed	-$1.4M	–	203
2013 Q4	$1.4M	Buy	+10,242	New	+$1.33M	0.02%	113

Other funds holding BA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Guardian Capital (Canada)'s BA Position: Q4 2017 in Review

Guardian Capital (Canada) sold out of Boeing (BA) in Q4 2017, closing a stake of 1,902 shares — an estimated $484K sold.

Guardian Capital (Canada) first reported a position in BA in Q4 2013 and held it in 9 quarters. The position peaked at $1.4M in Q4 2013. 1,849 funds tracked by Wall St. Rank hold BA as of Q4 2017.

Guardian Capital (Canada) reported no remaining Boeing position as of Q4 2017 after selling out during the quarter.
Guardian Capital (Canada) sold 1,902 Boeing shares in Q4 2017, an estimated $484K.
Guardian Capital (Canada) first reported a position in Boeing in Q4 2013 and held it in 9 quarters.
Guardian Capital (Canada)'s Boeing position peaked at $1.4M in Q4 2013.
1,849 funds tracked by Wall St. Rank held Boeing as of Q4 2017.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2017, filed 14 Feb 2018.