Investors Capital Advisory Services’s Boeing BA Stock Holding History

Investors Capital Advisory Services’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 Q2	$1.43M	Sell	11,006 -559	-5%	-$72.9K	0.27%	85
2016 Q1	$1.47M	Buy	11,565 +378	+3%	+$46.9K	0.29%	81
2015 Q4	$1.62M	Sell	11,187 -2,816	-20%	-$406K	0.31%	65
2015 Q3	$1.83M	Sell	14,003 -352	-2%	-$48.8K	0.37%	51
2015 Q2	$1.99M	Buy	14,355 +598	+4%	+$87.2K	0.36%	49
2015 Q1	$2.06M	Buy	13,757 +2,775	+25%	+$404K	0.38%	44
2014 Q4	$1.43M	Buy	10,982 +52	+0.5%	+$6.59K	0.27%	87
2014 Q3	$1.39M	Sell	10,930 -487	-4%	-$61.3K	0.27%	87
2014 Q2	$1.45M	Buy	11,417 +983	+9%	+$128K	0.23%	111
2014 Q1	$1.31M	Sell	10,434 -992	-9%	-$129K	0.28%	85
2013 Q4	$1.56M	Buy	11,426 +2,609	+30%	+$339K	0.36%	55
2013 Q3	$1.03M	Buy	8,817 +912	+12%	+$98.2K	0.27%	103
2013 Q2	$808K	Buy	+7,905	New	+$751K	0.25%	112

Other funds holding BA

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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Investors Capital Advisory Services's BA Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Boeing (BA) stake by 4.8% in Q2 2016, selling an estimated $72.9K and leaving 11,006 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #85.

Investors Capital Advisory Services first reported a position in BA in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.06M in Q1 2015. 1,321 funds tracked by Wall St. Rank hold BA as of Q2 2016.

Investors Capital Advisory Services held 11,006 shares of Boeing worth $1.43M as of Q2 2016.
Investors Capital Advisory Services sold 559 Boeing shares in Q2 2016, an estimated $72.9K.
Boeing made up 0.27% of Investors Capital Advisory Services's portfolio in Q2 2016, its #85 holding.
Investors Capital Advisory Services first reported a position in Boeing in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Boeing position peaked at $2.06M in Q1 2015.
1,321 funds tracked by Wall St. Rank held Boeing as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.