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Montage Investments’s Boeing BA Stock Holding History

Montage Investments’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
2016
Q2 		– Sell
-4,720
Closed -$599K – 157
2016
Q1 		$599K Buy
4,720
+1,008
+27% +$125K 0.43% 96
2015
Q4 		$537K Buy
+3,712
New +$535K 1.06% 36

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montage Investments's BA Position: Q2 2016 in Review

Montage Investments sold out of Boeing (BA) in Q2 2016, closing a stake of 4,720 shares — an estimated $599K sold.

Montage Investments first reported a position in BA in Q4 2015 and held it in 2 quarters. The position peaked at $599K in Q1 2016. 1,322 funds tracked by Wall St. Rank hold BA as of Q2 2016.

  • Montage Investments reported no remaining Boeing position as of Q2 2016 after selling out during the quarter.
  • Montage Investments sold 4,720 Boeing shares in Q2 2016, an estimated $599K.
  • Montage Investments first reported a position in Boeing in Q4 2015 and held it in 2 quarters.
  • Montage Investments's Boeing position peaked at $599K in Q1 2016.
  • 1,322 funds tracked by Wall St. Rank held Boeing as of Q2 2016.

Based on Montage Investments's 13F filing for Q2 2016, filed 12 Aug 2016.