Independent Portfolio Consultants’s Boeing BA Stock Holding History

Independent Portfolio Consultants’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 Q2	$730K	Sell	3,690 -2,929	-44%	-$545K	0.3%	104
2017 Q1	$1.17M	Buy	6,619 +6,564	+11,935%	+$1.12M	0.4%	57
2016 Q4	$9K	Buy	+55	New	+$8.03K	﹤0.01%	709
2016 Q2	–	Sell	-335	Closed	-$43K	–	729
2016 Q1	$43K	Sell	335 -575	-63%	-$71.4K	0.01%	593
2015 Q4	$132K	Buy	910 +120	+15%	+$17.3K	0.04%	404
2015 Q3	$103K	Sell	790 -260	-25%	-$36.1K	0.02%	450
2015 Q2	$146K	Buy	1,050 +25	+2%	+$3.65K	0.03%	422
2015 Q1	$154K	Buy	1,025 +66	+7%	+$9.61K	0.03%	406
2014 Q4	$125K	Buy	959 +126	+15%	+$16K	0.03%	456
2014 Q3	$106K	Buy	+833	New	+$105K	0.03%	537

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Independent Portfolio Consultants's BA Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Boeing (BA) stake by 44% in Q2 2017, selling an estimated $545K and leaving 3,690 shares worth $730K. The position accounts for 0.3% of the portfolio, ranked #104.

Independent Portfolio Consultants first reported a position in BA in Q3 2014 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2017. 1,548 funds tracked by Wall St. Rank hold BA as of Q2 2017.

Independent Portfolio Consultants held 3,690 shares of Boeing worth $730K as of Q2 2017.
Independent Portfolio Consultants sold 2,929 Boeing shares in Q2 2017, an estimated $545K.
Boeing made up 0.3% of Independent Portfolio Consultants's portfolio in Q2 2017, its #104 holding.
Independent Portfolio Consultants first reported a position in Boeing in Q3 2014 and has held it in 10 quarters since.
Independent Portfolio Consultants's Boeing position peaked at $1.17M in Q1 2017.
1,548 funds tracked by Wall St. Rank held Boeing as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.