IC
BA icon

Institutional Capital’s Boeing BA Stock Holding History

Institutional Capital’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
Q3 		– Sell
-622,702
Closed -$80.9M – 54
2016
Q2 		$80.9M Sell
622,702
-1,745,020
-74% -$227M 0.99% 32
2016
Q1 		$301M Buy
2,367,722
+131,263
+6% +$16.3M 3.2% 13
2015
Q4 		$323M Sell
2,236,459
-474,491
-18% -$68.3M 2.8% 20
2015
Q3 		$355M Sell
2,710,950
-746,631
-22% -$104M 2.96% 15
2015
Q2 		$480M Sell
3,457,581
-160,538
-4% -$23.4M 3.36% 12
2015
Q1 		$543M Sell
3,618,119
-2,434,901
-40% -$354M 3.34% 13
2014
Q4 		$787M Buy
6,053,020
+260,284
+4% +$33M 4.73% 4
2014
Q3 		$738M Sell
5,792,736
-43,456
-0.7% -$5.47M 4.31% 3
2014
Q2 		$743M Buy
5,836,192
+184,381
+3% +$24.1M 3.52% 5
2014
Q1 		$709M Buy
5,651,811
+1,582,653
+39% +$206M 3.34% 10
2013
Q4 		$555M Sell
4,069,158
-75,170
-2% -$9.77M 2.69% 19
2013
Q3 		$487M Buy
+4,144,328
New +$446M 2.5% 20

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

Institutional Capital's BA Position: Q3 2016 in Review

Institutional Capital sold out of Boeing (BA) in Q3 2016, closing a stake of 622,702 shares — an estimated $80.9M sold.

Institutional Capital first reported a position in BA in Q3 2013 and held it in 12 quarters. The position peaked at $787M in Q4 2014. 1,317 funds tracked by Wall St. Rank hold BA as of Q3 2016.

  • Institutional Capital reported no remaining Boeing position as of Q3 2016 after selling out during the quarter.
  • Institutional Capital sold 622,702 Boeing shares in Q3 2016, an estimated $80.9M.
  • Institutional Capital first reported a position in Boeing in Q3 2013 and held it in 12 quarters.
  • Institutional Capital's Boeing position peaked at $787M in Q4 2014.
  • 1,317 funds tracked by Wall St. Rank held Boeing as of Q3 2016.

Based on Institutional Capital's 13F filing for Q3 2016, filed 10 Nov 2016.