McKinley Carter Wealth Services’s GE Aerospace GE Stock Holding History

McKinley Carter Wealth Services’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
2018 Q2	–	Sell	-1,818	Closed	-$117K	–	248
2018 Q1	$117K	Sell	1,818 -960	-35%	-$71.1K	0.04%	207
2017 Q4	$232K	Sell	2,778 -1,570	-36%	-$150K	0.08%	141
2017 Q3	$504K	Sell	4,348 -954	-18%	-$115K	0.19%	86
2017 Q2	$686K	Sell	5,302 -842	-14%	-$115K	0.3%	63
2017 Q1	$877K	Sell	6,144 -889	-13%	-$129K	0.41%	57
2016 Q4	$1.06M	Sell	7,033 -98	-1%	-$14.2K	0.54%	50
2016 Q3	$1.01M	Sell	7,131 -539	-7%	-$80.4K	0.52%	49
2016 Q2	$1.16M	Sell	7,670 -392	-5%	-$57.2K	0.6%	49
2016 Q1	$1.23M	Buy	8,062 +502	+7%	+$70.9K	0.68%	44
2015 Q4	$1.13M	Sell	7,560 -290	-4%	-$41.2K	0.65%	48
2015 Q3	$949K	Sell	7,850 -1,695	-18%	-$208K	0.59%	50
2015 Q2	$1.22M	Buy	9,545 +1,003	+12%	+$130K	0.66%	48
2015 Q1	$1.02M	Sell	8,542 -216	-2%	-$25.7K	0.66%	48
2014 Q4	$1.06M	Sell	8,758 -169	-2%	-$20.8K	0.83%	43
2014 Q3	$1.1M	Sell	8,927 -309	-3%	-$38.5K	1.04%	37
2014 Q2	$1.16M	Sell	9,236 -928	-9%	-$118K	1.23%	31
2014 Q1	$1.26M	Sell	10,164 -10,242	-50%	-$1.27M	1.37%	28
2013 Q4	$2.74M	Sell	20,406 -5,380	-21%	-$678K	2.67%	7
2013 Q3	$2.95M	Buy	25,786 +5,554	+27%	+$637K	3.5%	5
2013 Q2	$2.25M	Buy	+20,232	New	+$2.24M	3.4%	8

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

McKinley Carter Wealth Services's GE Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of GE Aerospace (GE) in Q2 2018, closing a stake of 1,818 shares — an estimated $117K sold.

McKinley Carter Wealth Services first reported a position in GE in Q2 2013 and held it in 20 quarters. The position peaked at $2.95M in Q3 2013. 1,939 funds tracked by Wall St. Rank hold GE as of Q2 2018.

McKinley Carter Wealth Services reported no remaining GE Aerospace position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,818 GE Aerospace shares in Q2 2018, an estimated $117K.
McKinley Carter Wealth Services first reported a position in GE Aerospace in Q2 2013 and held it in 20 quarters.
McKinley Carter Wealth Services's GE Aerospace position peaked at $2.95M in Q3 2013.
1,939 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.