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Lakeside Wealth Management Group’s GE Aerospace GE Stock Holding History

Lakeside Wealth Management Group’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
2017
Q1 		$202K Hold
1,422
– – 6.91% 7
2016
Q4 		$202K Hold
1,422
– – 6.4% 8
2016
Q3 		$202K Buy
+1,422
New +$212K 6.4% 8

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lakeside Wealth Management Group's GE Position: Q1 2017 in Review

Lakeside Wealth Management Group held its GE Aerospace (GE) position steady in Q1 2017 at 1,422 shares worth $202K. The position accounts for 6.91% of the portfolio, ranked #7.

Lakeside Wealth Management Group first reported a position in GE in Q3 2016 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold GE as of Q1 2017.

  • Lakeside Wealth Management Group held 1,422 shares of GE Aerospace worth $202K as of Q1 2017.
  • Lakeside Wealth Management Group left its GE Aerospace share count unchanged in Q1 2017.
  • GE Aerospace made up 6.91% of Lakeside Wealth Management Group's portfolio in Q1 2017, its #7 holding.
  • Lakeside Wealth Management Group first reported a position in GE Aerospace in Q3 2016 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2017.

Based on Lakeside Wealth Management Group's 13F filing for Q1 2017, filed 26 Apr 2017.