Guardian Investor Services’s Boeing BA Stock Holding History

Guardian Investor Services’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
2015 Q1	$679K	Sell	4,524 -64	-1%	-$9.32K	0.54%	44
2014 Q4	$596K	Sell	4,588 -169	-4%	-$21.4K	0.47%	46
2014 Q3	$606K	Sell	4,757 -331	-7%	-$41.7K	0.49%	44
2014 Q2	$647K	Sell	5,088 -243	-5%	-$31.7K	0.5%	43
2014 Q1	$669K	Sell	5,331 -231	-4%	-$30.1K	0.52%	39
2013 Q4	$759K	Buy	5,562 +91	+2%	+$11.8K	0.58%	36
2013 Q3	$643K	Sell	5,471 -58	-1%	-$6.25K	0.54%	38
2013 Q2	$566K	Buy	+5,529	New	+$525K	0.49%	44

Other funds holding BA

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

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

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

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

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

Guardian Investor Services's BA Position: Q1 2015 in Review

Guardian Investor Services reduced its Boeing (BA) stake by 1.4% in Q1 2015, selling an estimated $9.32K and leaving 4,524 shares worth $679K. The position accounts for 0.54% of the portfolio, ranked #44.

Guardian Investor Services first reported a position in BA in Q2 2013 and has held it in 8 quarters since. The position peaked at $759K in Q4 2013. 1,334 funds tracked by Wall St. Rank hold BA as of Q1 2015.

Guardian Investor Services held 4,524 shares of Boeing worth $679K as of Q1 2015.
Guardian Investor Services sold 64 Boeing shares in Q1 2015, an estimated $9.32K.
Boeing made up 0.54% of Guardian Investor Services's portfolio in Q1 2015, its #44 holding.
Guardian Investor Services first reported a position in Boeing in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Boeing position peaked at $759K in Q4 2013.
1,334 funds tracked by Wall St. Rank held Boeing as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.