MC
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Marcus Capital’s Boeing BA Stock Holding History

Marcus Capital’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
2018
Q3 		$521K Hold
1,400
– – 1.52% 29
2018
Q2 		$470K Buy
1,400
+300
+27% +$103K 1.49% 27
2018
Q1 		$361K Buy
1,100
+50
+5% +$16.9K 1.33% 29
2017
Q4 		$310K Buy
1,050
+50
+5% +$13.5K 1.19% 34
2017
Q3 		$254K Buy
+1,000
New +$233K 0.36% 44

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Marcus Capital's BA Position: Q3 2018 in Review

Marcus Capital held its Boeing (BA) position steady in Q3 2018 at 1,400 shares worth $521K. The position accounts for 1.52% of the portfolio, ranked #29.

Marcus Capital first reported a position in BA in Q3 2017 and has held it in 5 quarters since. 1,929 funds tracked by Wall St. Rank hold BA as of Q3 2018.

  • Marcus Capital held 1,400 shares of Boeing worth $521K as of Q3 2018.
  • Marcus Capital left its Boeing share count unchanged in Q3 2018.
  • Boeing made up 1.52% of Marcus Capital's portfolio in Q3 2018, its #29 holding.
  • Marcus Capital first reported a position in Boeing in Q3 2017 and has held it in 5 quarters since.
  • 1,929 funds tracked by Wall St. Rank held Boeing as of Q3 2018.

Based on Marcus Capital's 13F filing for Q3 2018, filed 13 Nov 2018.