Keystone Financial Planning’s GE Aerospace GE Stock Holding History

Keystone Financial Planning’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-36,254	Closed	-$2.34M	–	47
2018 Q1	$2.34M	Sell	36,254 -1,090	-3%	-$80.8K	1.31%	31
2017 Q4	$3.12M	Buy	37,344 +803	+2%	+$76.7K	1.67%	26
2017 Q3	$4.23M	Buy	36,541 +13,919	+62%	+$1.68M	2.4%	23
2017 Q2	$2.93M	Buy	22,622 +17,779	+367%	+$2.44M	1.77%	29
2017 Q1	$692K	Buy	4,843 +1,960	+68%	+$284K	0.43%	37
2016 Q4	$437K	Buy	+2,883	New	+$419K	0.29%	40
2014 Q1	–	Sell	-887	Closed	-$119K	–	67
2013 Q4	$119K	Buy	+887	New	+$112K	0.1%	56

Other funds holding GE

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

BlackRock New York $5.72T AUM 30.48% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Keystone Financial Planning's GE Position: Q2 2018 in Review

Keystone Financial Planning sold out of GE Aerospace (GE) in Q2 2018, closing a stake of 36,254 shares — an estimated $2.34M sold.

Keystone Financial Planning first reported a position in GE in Q4 2013 and held it in 7 quarters. The position peaked at $4.23M in Q3 2017. 1,939 funds tracked by Wall St. Rank hold GE as of Q2 2018.

Keystone Financial Planning reported no remaining GE Aerospace position as of Q2 2018 after selling out during the quarter.
Keystone Financial Planning sold 36,254 GE Aerospace shares in Q2 2018, an estimated $2.34M.
Keystone Financial Planning first reported a position in GE Aerospace in Q4 2013 and held it in 7 quarters.
Keystone Financial Planning's GE Aerospace position peaked at $4.23M in Q3 2017.
1,939 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2018.

Based on Keystone Financial Planning's 13F filing for Q2 2018, filed 6 Aug 2018.