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Lyons Wealth Management’s GE Aerospace GE Stock Holding History

Lyons 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
2013
Q3 		– Sell
-5,123
Closed -$568K – 84
2013
Q2 		$568K Buy
+5,123
New +$567K 0.58% 15

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lyons Wealth Management's GE Position: Q3 2013 in Review

Lyons Wealth Management sold out of GE Aerospace (GE) in Q3 2013, closing a stake of 5,123 shares — an estimated $568K sold.

Lyons Wealth Management first reported a position in GE in Q2 2013 and held it in 1 quarter. The position peaked at $568K in Q2 2013. 1,685 funds tracked by Wall St. Rank hold GE as of Q3 2013.

  • Lyons Wealth Management reported no remaining GE Aerospace position as of Q3 2013 after selling out during the quarter.
  • Lyons Wealth Management sold 5,123 GE Aerospace shares in Q3 2013, an estimated $568K.
  • Lyons Wealth Management first reported a position in GE Aerospace in Q2 2013 and held it in 1 quarter.
  • Lyons Wealth Management's GE Aerospace position peaked at $568K in Q2 2013.
  • 1,685 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2013.

Based on Lyons Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.