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Ivory Investment Management’s Boeing BA Stock Holding History

Ivory Investment Management’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
2013
Q4 		– Sell
-20,974
Closed -$2.46M – 191
2013
Q3 		$2.46M Sell
20,974
-4,143
-16% -$446K 0.12% 83
2013
Q2 		$2.57M Buy
+25,117
New +$2.39M 0.11% 83

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ivory Investment Management's BA Position: Q4 2013 in Review

Ivory Investment Management sold out of Boeing (BA) in Q4 2013, closing a stake of 20,974 shares — an estimated $2.46M sold.

Ivory Investment Management first reported a position in BA in Q2 2013 and held it in 2 quarters. The position peaked at $2.57M in Q2 2013. 1,191 funds tracked by Wall St. Rank hold BA as of Q4 2013.

  • Ivory Investment Management reported no remaining Boeing position as of Q4 2013 after selling out during the quarter.
  • Ivory Investment Management sold 20,974 Boeing shares in Q4 2013, an estimated $2.46M.
  • Ivory Investment Management first reported a position in Boeing in Q2 2013 and held it in 2 quarters.
  • Ivory Investment Management's Boeing position peaked at $2.57M in Q2 2013.
  • 1,191 funds tracked by Wall St. Rank held Boeing as of Q4 2013.

Based on Ivory Investment Management's 13F filing for Q4 2013, filed 13 Feb 2014.