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Independence Trust’s Boeing BA Stock Holding History

Independence Trust’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 		$5.4M Hold
18,315
– – 5.97% 2
2017
Q3 		$4.66M Sell
18,315
-475
-3% -$111K 5.31% 2
2017
Q2 		$3.72M Buy
18,790
+810
+5% +$151K 4.41% 7
2017
Q1 		$3.18M Buy
17,980
+2,120
+13% +$361K 4.09% 8
2016
Q4 		$2.47M Sell
15,860
-210
-1% -$30.7K 3.39% 12
2016
Q3 		$2.12M Sell
16,070
-490
-3% -$64.5K 3.46% 13
2016
Q2 		$2.15M Buy
16,560
+280
+2% +$36.5K 3.31% 15
2016
Q1 		$2.07M Sell
16,280
-3,736
-19% -$464K 3.26% 15
2015
Q4 		$2.89M Sell
20,016
-70
-0.3% -$10.1K 3.77% 10
2015
Q3 		$2.63M Buy
20,086
+390
+2% +$54.1K 2.7% 12
2015
Q2 		$2.73M Buy
19,696
+15,640
+386% +$2.28M 1.84% 12
2015
Q1 		$609K Sell
4,056
-1,000
-20% -$146K 0.39% 49
2014
Q4 		$657K Buy
5,056
+3,386
+203% +$429K 0.4% 50
2014
Q3 		$213K Sell
1,670
-80
-5% -$10.1K 0.14% 91
2014
Q2 		$223K Sell
1,750
-200
-10% -$26.1K 0.14% 95
2014
Q1 		$245K Hold
1,950
– – 0.17% 89
2013
Q4 		$266K Sell
1,950
-3,520
-64% -$458K 0.18% 83
2013
Q3 		$643K Buy
5,470
+810
+17% +$87.2K 0.47% 35
2013
Q2 		$477K Buy
+4,660
New +$443K 0.34% 49

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independence Trust's BA Position: Q4 2017 in Review

Independence Trust held its Boeing (BA) position steady in Q4 2017 at 18,315 shares worth $5.4M. The position accounts for 5.97% of the portfolio, ranked #2.

Independence Trust first reported a position in BA in Q2 2013 and has held it in 19 quarters since. 1,849 funds tracked by Wall St. Rank hold BA as of Q4 2017.

  • Independence Trust held 18,315 shares of Boeing worth $5.4M as of Q4 2017.
  • Independence Trust left its Boeing share count unchanged in Q4 2017.
  • Boeing made up 5.97% of Independence Trust's portfolio in Q4 2017, its #2 holding.
  • Independence Trust first reported a position in Boeing in Q2 2013 and has held it in 19 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Boeing as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.