Kanaly Trust’s Boeing BA Stock Holding History

Kanaly Trust’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	$864K	Buy	5,553 +214	+4%	+$31.3K	0.18%	56
2016 Q3	$703K	Buy	5,339 +331	+7%	+$43.6K	0.15%	77
2016 Q2	$650K	Buy	5,008 +272	+6%	+$35.5K	0.13%	84
2016 Q1	$601K	Sell	4,736 -5,528	-54%	-$686K	0.12%	87
2015 Q4	$1.48M	Sell	10,264 -987	-9%	-$142K	0.3%	40
2015 Q3	$1.47M	Buy	11,251 +109	+1%	+$15.1K	0.32%	38
2015 Q2	$1.55M	Buy	11,142 +3,180	+40%	+$464K	0.31%	41
2015 Q1	$1.2M	Buy	7,962 +2,532	+47%	+$369K	0.23%	57
2014 Q4	$706K	Sell	5,430 -93	-2%	-$11.8K	0.14%	78
2014 Q3	$704K	Sell	5,523 -102	-2%	-$12.8K	0.14%	81
2014 Q2	$716K	Sell	5,625 -983	-15%	-$128K	0.13%	89
2014 Q1	$829K	Buy	6,608 +33	+0.5%	+$4.3K	0.16%	81
2013 Q4	$897K	Buy	6,575 +1,000	+18%	+$130K	0.18%	73
2013 Q3	$654K	Buy	+5,575	New	+$600K	0.19%	50

Other funds holding BA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kanaly Trust's BA Position: Q4 2016 in Review

Kanaly Trust increased its Boeing (BA) stake by 4% in Q4 2016, buying an estimated $31.3K and bringing the position to 5,553 shares worth $864K. The position accounts for 0.18% of the portfolio, ranked #56.

Kanaly Trust first reported a position in BA in Q3 2013 and has held it in 14 quarters since. The position peaked at $1.55M in Q2 2015. 1,431 funds tracked by Wall St. Rank hold BA as of Q4 2016.

Kanaly Trust held 5,553 shares of Boeing worth $864K as of Q4 2016.
Kanaly Trust bought 214 Boeing shares in Q4 2016, an estimated $31.3K.
Boeing made up 0.18% of Kanaly Trust's portfolio in Q4 2016, its #56 holding.
Kanaly Trust first reported a position in Boeing in Q3 2013 and has held it in 14 quarters since.
Kanaly Trust's Boeing position peaked at $1.55M in Q2 2015.
1,431 funds tracked by Wall St. Rank held Boeing as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.