IC
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IKOS CIF’s Boeing BA Stock Holding History

IKOS CIF’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
2016
Q2 		– Sell
-2,312
Closed -$291K – 135
2016
Q1 		$291K Sell
2,312
-1,027
-31% -$127K 0.71% 63
2015
Q4 		$483K Buy
+3,339
New +$481K 1.48% 3
2015
Q3 		– Sell
-966
Closed -$134K – 210
2015
Q2 		$134K Buy
966
+413
+75% +$60.2K 0.44% 104
2015
Q1 		$83K Buy
+553
New +$80.5K 0.19% 169
2014
Q4 		– Sell
-4,177
Closed -$535K – 232
2014
Q3 		$535K Buy
4,177
+2,316
+124% +$292K 0.77% 35
2014
Q2 		$237K Sell
1,861
-1,991
-52% -$260K 0.75% 47
2014
Q1 		$458K Buy
3,852
+3,319
+623% +$432K 0.69% 28
2013
Q4 		$71K Buy
+533
New +$69.3K 0.18% 139

Other funds holding BA

Capital World Investors
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IKOS CIF's BA Position: Q2 2016 in Review

IKOS CIF sold out of Boeing (BA) in Q2 2016, closing a stake of 2,312 shares — an estimated $291K sold.

IKOS CIF first reported a position in BA in Q4 2013 and held it in 8 quarters. The position peaked at $535K in Q3 2014. 1,321 funds tracked by Wall St. Rank hold BA as of Q2 2016.

  • IKOS CIF reported no remaining Boeing position as of Q2 2016 after selling out during the quarter.
  • IKOS CIF sold 2,312 Boeing shares in Q2 2016, an estimated $291K.
  • IKOS CIF first reported a position in Boeing in Q4 2013 and held it in 8 quarters.
  • IKOS CIF's Boeing position peaked at $535K in Q3 2014.
  • 1,321 funds tracked by Wall St. Rank held Boeing as of Q2 2016.

Based on IKOS CIF's 13F filing for Q2 2016, filed 12 Aug 2016.