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Hollow Brook Wealth Management’s GE Aerospace GE Stock Holding History

Hollow Brook Wealth Management’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
2017
Q2 		– Sell
-8,497
Closed -$1.21M – 48
2017
Q1 		$1.21M Sell
8,497
-1,005
-11% -$145K 0.95% 24
2016
Q4 		$1.44M Sell
9,502
-829
-8% -$120K 0.89% 28
2016
Q3 		$1.47M Buy
10,331
+1,356
+15% +$202K 0.87% 30
2016
Q2 		$1.35M Sell
8,975
-1,691
-16% -$247K 0.94% 24
2016
Q1 		$1.63M Sell
10,666
-171
-2% -$24.1K 0.97% 22
2015
Q4 		$1.62M Sell
10,837
-1,395
-11% -$198K 0.8% 25
2015
Q3 		$1.48M Sell
12,232
-360
-3% -$44.1K 0.71% 28
2015
Q2 		$1.6M Buy
12,592
+2,483
+25% +$322K 0.61% 29
2015
Q1 		$1.2M Sell
10,109
-64,792
-87% -$7.71M 0.4% 32
2014
Q4 		$9.07M Buy
74,901
+72,152
+2,625% +$8.87M 2.94% 13
2014
Q3 		$338K Buy
2,749
+36
+1% +$4.49K 0.11% 47
2014
Q2 		$342K Sell
2,713
-1,878
-41% -$239K 0.12% 40
2014
Q1 		$570K Buy
4,591
+475
+12% +$58.7K 0.19% 39
2013
Q4 		$553K Hold
4,116
– – 0.18% 41
2013
Q3 		$471K Buy
4,116
+1,043
+34% +$120K 0.16% 48
2013
Q2 		$341K Buy
+3,073
New +$340K 0.13% 50

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hollow Brook Wealth Management's GE Position: Q2 2017 in Review

Hollow Brook Wealth Management sold out of GE Aerospace (GE) in Q2 2017, closing a stake of 8,497 shares — an estimated $1.21M sold.

Hollow Brook Wealth Management first reported a position in GE in Q2 2013 and held it in 16 quarters. The position peaked at $9.07M in Q4 2014. 2,088 funds tracked by Wall St. Rank hold GE as of Q2 2017.

  • Hollow Brook Wealth Management reported no remaining GE Aerospace position as of Q2 2017 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 8,497 GE Aerospace shares in Q2 2017, an estimated $1.21M.
  • Hollow Brook Wealth Management first reported a position in GE Aerospace in Q2 2013 and held it in 16 quarters.
  • Hollow Brook Wealth Management's GE Aerospace position peaked at $9.07M in Q4 2014.
  • 2,088 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2017.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.