Lupo Securities’s Boeing BA Stock Holding History

Lupo Securities’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
2015 Q2	–	Sell	-2,683	Closed	-$403K	–	132
2015 Q1	$403K	Buy	+2,683	New	+$391K	0.63%	36

Other funds holding BA

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Lupo Securities's BA Position: Q2 2015 in Review

Lupo Securities sold out of Boeing (BA) in Q2 2015, closing a stake of 2,683 shares — an estimated $403K sold.

Lupo Securities first reported a position in BA in Q1 2015 and held it in 1 quarter. The position peaked at $403K in Q1 2015. 1,319 funds tracked by Wall St. Rank hold BA as of Q2 2015.

Lupo Securities reported no remaining Boeing position as of Q2 2015 after selling out during the quarter.
Lupo Securities sold 2,683 Boeing shares in Q2 2015, an estimated $403K.
Lupo Securities first reported a position in Boeing in Q1 2015 and held it in 1 quarter.
Lupo Securities's Boeing position peaked at $403K in Q1 2015.
1,319 funds tracked by Wall St. Rank held Boeing as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.