J.M. Hartwell’s Boeing BA Stock Holding History

J.M. Hartwell’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
2015 Q4	–	Sell	-2,000	Closed	-$262K	–	84
2015 Q3	$262K	Hold	2,000	–	–	0.06%	90
2015 Q2	$277K	Hold	2,000	–	–	0.06%	103
2015 Q1	$300K	Hold	2,000	–	–	0.06%	88
2014 Q4	$260K	Hold	2,000	–	–	0.06%	94
2014 Q3	$255K	Hold	2,000	–	–	0.06%	92
2014 Q2	$254K	Buy	+2,000	New	+$261K	0.05%	95

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

J.M. Hartwell's BA Position: Q4 2015 in Review

J.M. Hartwell sold out of Boeing (BA) in Q4 2015, closing a stake of 2,000 shares — an estimated $262K sold.

J.M. Hartwell first reported a position in BA in Q2 2014 and held it in 6 quarters. The position peaked at $300K in Q1 2015. 1,395 funds tracked by Wall St. Rank hold BA as of Q4 2015.

J.M. Hartwell reported no remaining Boeing position as of Q4 2015 after selling out during the quarter.
J.M. Hartwell sold 2,000 Boeing shares in Q4 2015, an estimated $262K.
J.M. Hartwell first reported a position in Boeing in Q2 2014 and held it in 6 quarters.
J.M. Hartwell's Boeing position peaked at $300K in Q1 2015.
1,395 funds tracked by Wall St. Rank held Boeing as of Q4 2015.

Based on J.M. Hartwell's 13F filing for Q4 2015, filed 13 Jan 2016.