Independence Trust’s GE Aerospace GE Stock Holding History

Independence Trust’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 Q4	–	Sell	-21,048	Closed	-$2.44M	–	78
2017 Q3	$2.44M	Buy	21,048 +1,238	+6%	+$150K	2.78%	15
2017 Q2	$2.56M	Buy	19,810 +933	+5%	+$128K	3.05%	15
2017 Q1	$2.69M	Buy	18,877 +2,064	+12%	+$299K	3.47%	13
2016 Q4	$2.54M	Hold	16,813	–	–	3.49%	11
2016 Q3	$2.39M	Sell	16,813 -313	-2%	-$46.7K	3.9%	10
2016 Q2	$2.58M	Sell	17,126 -691	-4%	-$101K	3.97%	9
2016 Q1	$2.71M	Sell	17,817 -4,124	-19%	-$582K	4.28%	8
2015 Q4	$3.27M	Sell	21,941 -676	-3%	-$96K	4.26%	7
2015 Q3	$2.73M	Sell	22,617 -2,567	-10%	-$315K	2.8%	10
2015 Q2	$3.21M	Sell	25,184 -37	-0.1%	-$4.8K	2.16%	11
2015 Q1	$3M	Buy	25,221 +659	+3%	+$78.4K	1.9%	10
2014 Q4	$2.98M	Buy	24,562 +2,011	+9%	+$247K	1.8%	10
2014 Q3	$2.77M	Sell	22,551 -1,251	-5%	-$156K	1.83%	11
2014 Q2	$3M	Sell	23,802 -29	-0.1%	-$3.69K	1.92%	10
2014 Q1	$2.96M	Buy	23,831 +119	+0.5%	+$14.7K	2.04%	9
2013 Q4	$3.18M	Buy	23,712 +470	+2%	+$59.2K	2.17%	4
2013 Q3	$2.66M	Buy	23,242 +18,129	+355%	+$2.08M	1.96%	8
2013 Q2	$568K	Buy	+5,113	New	+$566K	0.41%	39

Other funds holding GE

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Independence Trust's GE Position: Q4 2017 in Review

Independence Trust sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 21,048 shares — an estimated $2.44M sold.

Independence Trust first reported a position in GE in Q2 2013 and held it in 18 quarters. The position peaked at $3.27M in Q4 2015. 2,106 funds tracked by Wall St. Rank hold GE as of Q4 2017.

Independence Trust reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
Independence Trust sold 21,048 GE Aerospace shares in Q4 2017, an estimated $2.44M.
Independence Trust first reported a position in GE Aerospace in Q2 2013 and held it in 18 quarters.
Independence Trust's GE Aerospace position peaked at $3.27M in Q4 2015.
2,106 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

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