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Integrated Wealth Counsel’s Boeing BA Stock Holding History

Integrated Wealth Counsel’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
Q4 		$163K Buy
1,045
+1,000
+2,222% +$146K 0.35% 34
2016
Q3 		$6K Buy
+45
New +$5.93K 0.01% 176
2014
Q2 		– Sell
-100
Closed -$13K – 95
2014
Q1 		$13K Hold
100
– – 0.01% 127
2013
Q4 		$14K Buy
+100
New +$13K 0.01% 137

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Wealth Counsel's BA Position: Q4 2016 in Review

Integrated Wealth Counsel increased its Boeing (BA) stake by 2,222% in Q4 2016, buying an estimated $146K and bringing the position to 1,045 shares worth $163K. The position accounts for 0.35% of the portfolio, ranked #34.

Integrated Wealth Counsel first reported a position in BA in Q4 2013 and has held it in 4 quarters since. 1,431 funds tracked by Wall St. Rank hold BA as of Q4 2016.

  • Integrated Wealth Counsel held 1,045 shares of Boeing worth $163K as of Q4 2016.
  • Integrated Wealth Counsel bought 1,000 Boeing shares in Q4 2016, an estimated $146K.
  • Boeing made up 0.35% of Integrated Wealth Counsel's portfolio in Q4 2016, its #34 holding.
  • Integrated Wealth Counsel first reported a position in Boeing in Q4 2013 and has held it in 4 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Boeing as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.