Longer Investments’s GE Aerospace GE Stock Holding History

Longer Investments’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 Q4	–	Sell	-22,155	Closed	-$2.57M	–	40
2017 Q3	$2.57M	Buy	22,155 +4,143	+23%	+$501K	2.29%	15
2017 Q2	$2.33M	Sell	18,012 -11,548	-39%	-$1.58M	2.04%	15
2017 Q1	$4.22M	Buy	29,560 +7,938	+37%	+$1.15M	4.06%	8
2016 Q4	$3.27M	Buy	21,622 +1,652	+8%	+$240K	2.99%	10
2016 Q3	$2.83M	Buy	19,970 +10	+0.1%	+$1.49K	2.46%	9
2016 Q2	$3.01M	Buy	19,960 +3,152	+19%	+$460K	3.31%	8
2016 Q1	$2.56M	Sell	16,808 -7,351	-30%	-$1.04M	2.12%	16
2015 Q4	$3.61M	Sell	24,159 -524	-2%	-$74.4K	3.18%	8
2015 Q3	$2.98M	Buy	24,683 +532	+2%	+$65.2K	3.51%	9
2015 Q2	$3.08M	Buy	24,151 +178	+0.7%	+$23.1K	2.7%	10
2015 Q1	$2.85M	Sell	23,973 -2,978	-11%	-$354K	2.17%	14
2014 Q4	$3.26M	Sell	26,951 -4,137	-13%	-$509K	2.42%	13
2014 Q3	$3.82M	Sell	31,088 -1,279	-4%	-$159K	3.08%	10
2014 Q2	$4.08M	Buy	32,367 +2,539	+9%	+$323K	3.08%	8
2014 Q1	$3.7M	Buy	29,828 +3,412	+13%	+$421K	2.94%	9
2013 Q4	$3.55M	Sell	26,416 -8,165	-24%	-$1.03M	2.77%	7
2013 Q3	$3.96M	Buy	34,581 +5,779	+20%	+$663K	3.18%	6
2013 Q2	$3.2M	Buy	+28,802	New	+$3.19M	2.91%	8

Other funds holding GE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Longer Investments's GE Position: Q4 2017 in Review

Longer Investments sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 22,155 shares — an estimated $2.57M sold.

Longer Investments first reported a position in GE in Q2 2013 and held it in 18 quarters. The position peaked at $4.22M in Q1 2017. 2,106 funds tracked by Wall St. Rank hold GE as of Q4 2017.

Longer Investments reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
Longer Investments sold 22,155 GE Aerospace shares in Q4 2017, an estimated $2.57M.
Longer Investments first reported a position in GE Aerospace in Q2 2013 and held it in 18 quarters.
Longer Investments's GE Aerospace position peaked at $4.22M in Q1 2017.
2,106 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on Longer Investments's 13F filing for Q4 2017, filed 24 Jan 2018.