Independent Portfolio Consultants’s GE Aerospace GE Stock Holding History

Independent Portfolio Consultants’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	$1.52M	Buy	11,779 +4,715	+67%	+$646K	0.63%	21
2017 Q1	$1.01M	Sell	7,064 -447	-6%	-$64.7K	0.35%	79
2016 Q4	$1.14M	Sell	7,511 -122	-2%	-$17.7K	0.37%	68
2016 Q3	$1.08M	Sell	7,633 -1,045	-12%	-$156K	0.34%	83
2016 Q2	$1.31M	Buy	8,678 +716	+9%	+$104K	0.41%	51
2016 Q1	$1.21M	Sell	7,962 -7,842	-50%	-$1.11M	0.34%	90
2015 Q4	$2.36M	Sell	15,804 -4,331	-22%	-$615K	0.7%	16
2015 Q3	$2.43M	Sell	20,135 -2,100	-9%	-$257K	0.53%	45
2015 Q2	$2.83M	Sell	22,235 -109	-0.5%	-$14.1K	0.57%	35
2015 Q1	$2.66M	Sell	22,344 -561	-2%	-$66.8K	0.54%	51
2014 Q4	$2.77M	Buy	22,905 +7,316	+47%	+$900K	0.56%	43
2014 Q3	$1.91M	Buy	15,589 +2,755	+21%	+$343K	0.52%	34
2014 Q2	$1.62M	Buy	12,834 +1,501	+13%	+$191K	0.45%	42
2014 Q1	$1.41M	Sell	11,333 -1,530	-12%	-$189K	0.45%	46
2013 Q4	$1.73M	Buy	12,863 +1,518	+13%	+$191K	0.6%	25
2013 Q3	$1.3M	Buy	11,345 +613	+6%	+$70.3K	0.52%	23
2013 Q2	$1.19M	Buy	+10,732	New	+$1.19M	0.54%	18

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

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

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

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

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

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

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

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

Independent Portfolio Consultants increased its GE Aerospace (GE) stake by 67% in Q2 2017, buying an estimated $646K and bringing the position to 11,779 shares worth $1.52M. The position accounts for 0.63% of the portfolio, ranked #21.

Independent Portfolio Consultants first reported a position in GE in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.83M in Q2 2015. 2,088 funds tracked by Wall St. Rank hold GE as of Q2 2017.

Independent Portfolio Consultants held 11,779 shares of GE Aerospace worth $1.52M as of Q2 2017.
Independent Portfolio Consultants bought 4,715 GE Aerospace shares in Q2 2017, an estimated $646K.
GE Aerospace made up 0.63% of Independent Portfolio Consultants's portfolio in Q2 2017, its #21 holding.
Independent Portfolio Consultants first reported a position in GE Aerospace in Q2 2013 and has held it in 17 quarters since.
Independent Portfolio Consultants's GE Aerospace position peaked at $2.83M in Q2 2015.
2,088 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2017.

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