McDaniel Terry & Co’s GE Aerospace GE Stock Holding History

McDaniel Terry & Co’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 Q3	–	Sell	-1,726	Closed	-$223K	–	60
2017 Q2	$223K	Sell	1,726 -169	-9%	-$23.2K	0.04%	56
2017 Q1	$271K	Sell	1,895 -481	-20%	-$69.6K	0.05%	53
2016 Q4	$360K	Sell	2,376 -7	-0.3%	-$1.02K	0.07%	46
2016 Q3	$338K	Sell	2,383 -1,272	-35%	-$190K	0.07%	45
2016 Q2	$551K	Buy	+3,655	New	+$533K	0.12%	41

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

McDaniel Terry & Co's GE Position: Q3 2017 in Review

McDaniel Terry & Co sold out of GE Aerospace (GE) in Q3 2017, closing a stake of 1,726 shares — an estimated $223K sold.

McDaniel Terry & Co first reported a position in GE in Q2 2016 and held it in 5 quarters. The position peaked at $551K in Q2 2016. 2,037 funds tracked by Wall St. Rank hold GE as of Q3 2017.

McDaniel Terry & Co reported no remaining GE Aerospace position as of Q3 2017 after selling out during the quarter.
McDaniel Terry & Co sold 1,726 GE Aerospace shares in Q3 2017, an estimated $223K.
McDaniel Terry & Co first reported a position in GE Aerospace in Q2 2016 and held it in 5 quarters.
McDaniel Terry & Co's GE Aerospace position peaked at $551K in Q2 2016.
2,037 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2017.

Based on McDaniel Terry & Co's 13F filing for Q3 2017, filed 13 Nov 2017.