LVM Capital Management’s GE Aerospace GE Stock Holding History

LVM Capital 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 Q4	–	Sell	-7,100	Closed	-$823K	–	118
2017 Q3	$823K	Buy	7,100 +63	+0.9%	+$7.62K	0.2%	54
2017 Q2	$911K	Buy	7,037 +417	+6%	+$57.2K	0.23%	49
2017 Q1	$945K	Buy	6,620 +70	+1%	+$10.1K	0.24%	49
2016 Q4	$992K	Buy	6,550 +1,173	+22%	+$170K	0.27%	46
2016 Q3	$677K	Sell	5,377 -1,122	-17%	-$167K	0.22%	56
2016 Q2	$980K	Hold	6,499	–	–	0.28%	44
2016 Q1	$990K	Buy	6,499 +898	+16%	+$127K	0.31%	42
2015 Q4	$836K	Buy	5,601 +466	+9%	+$66.2K	0.3%	46
2015 Q3	$621K	Buy	5,135 +42	+0.8%	+$5.15K	0.22%	51
2015 Q2	$648K	Buy	5,093 +38	+0.8%	+$4.93K	0.22%	53
2015 Q1	$601K	Sell	5,055 -155	-3%	-$18.4K	0.2%	61
2014 Q4	$631K	Buy	5,210 +63	+1%	+$7.75K	0.21%	57
2014 Q3	$632K	Sell	5,147 -230	-4%	-$28.7K	0.21%	57
2014 Q2	$677K	Sell	5,377 -148	-3%	-$18.8K	0.22%	56
2014 Q1	$685K	Buy	5,525 +209	+4%	+$25.8K	0.24%	54
2013 Q4	$714K	Hold	5,316	–	–	0.25%	53
2013 Q3	$609K	Sell	5,316 -647	-11%	-$74.2K	0.23%	56
2013 Q2	$663K	Buy	+5,963	New	+$660K	0.26%	51

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

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

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

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

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

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

LVM Capital Management's GE Position: Q4 2017 in Review

LVM Capital Management sold out of GE Aerospace (GE) in Q4 2017, closing a stake of 7,100 shares — an estimated $823K sold.

LVM Capital Management first reported a position in GE in Q2 2013 and held it in 18 quarters. The position peaked at $992K in Q4 2016. 2,106 funds tracked by Wall St. Rank hold GE as of Q4 2017.

LVM Capital Management reported no remaining GE Aerospace position as of Q4 2017 after selling out during the quarter.
LVM Capital Management sold 7,100 GE Aerospace shares in Q4 2017, an estimated $823K.
LVM Capital Management first reported a position in GE Aerospace in Q2 2013 and held it in 18 quarters.
LVM Capital Management's GE Aerospace position peaked at $992K in Q4 2016.
2,106 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2017.

Based on LVM Capital Management's 13F filing for Q4 2017, filed 11 Jan 2018.