LBA Wealth Management’s GE Aerospace GE Stock Holding History

LBA Wealth Management’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	$240K	Sell	1,680 -1	-0.1%	-$145	0.13%	98
2016 Q4	$255K	Buy	1,681 +162	+11%	+$23.5K	0.14%	95
2016 Q3	$216K	Buy	1,519 +472	+45%	+$70.4K	0.12%	106
2016 Q2	$158K	Sell	1,047 -431	-29%	-$62.9K	0.09%	118
2016 Q1	$225K	Buy	1,478 +413	+39%	+$58.3K	0.13%	104
2015 Q4	$159K	Buy	1,065 +417	+64%	+$59.2K	0.09%	129
2015 Q3	$78K	Sell	648 -500	-44%	-$61.3K	0.05%	162
2015 Q2	$146K	Sell	1,148 -46	-4%	-$5.97K	0.09%	112
2015 Q1	$142K	Buy	1,194 +321	+37%	+$38.2K	0.09%	113
2014 Q4	$106K	Hold	873	–	–	0.07%	135
2014 Q3	$107K	Sell	873 -29	-3%	-$3.61K	0.07%	136
2014 Q2	$114K	Buy	902 +102	+13%	+$13K	0.09%	128
2014 Q1	$99K	Sell	800 -83	-9%	-$10.3K	0.08%	132
2013 Q4	$119K	Buy	+883	New	+$111K	0.1%	113

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

LBA Wealth Management's GE Position: Q1 2017 in Review

LBA Wealth Management reduced its GE Aerospace (GE) stake by 0.06% in Q1 2017, selling an estimated $145 and leaving 1,680 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #98.

LBA Wealth Management first reported a position in GE in Q4 2013 and has held it in 14 quarters since. The position peaked at $255K in Q4 2016. 2,124 funds tracked by Wall St. Rank hold GE as of Q1 2017.

LBA Wealth Management held 1,680 shares of GE Aerospace worth $240K as of Q1 2017.
LBA Wealth Management sold 1 GE Aerospace share in Q1 2017, an estimated $145.
GE Aerospace made up 0.13% of LBA Wealth Management's portfolio in Q1 2017, its #98 holding.
LBA Wealth Management first reported a position in GE Aerospace in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's GE Aerospace position peaked at $255K in Q4 2016.
2,124 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.