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Montrusco Bolton Investments’s Boeing BA Stock Holding History

Montrusco Bolton 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
2017
Q3 		– Sell
-732
Closed -$145K – 69
2017
Q2 		$145K Buy
+732
New +$136K 0.01% 76
2014
Q3 		– Sell
-6,740
Closed -$858K – 79
2014
Q2 		$858K Sell
6,740
-630
-9% -$82.2K 0.05% 74
2014
Q1 		$925K Buy
7,370
+50
+0.7% +$6.51K 0.07% 71
2013
Q4 		$999K Sell
7,320
-2,080
-22% -$270K 0.07% 69
2013
Q3 		$1.1M Buy
+9,400
New +$1.01M 0.08% 66

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montrusco Bolton Investments's BA Position: Q3 2017 in Review

Montrusco Bolton Investments sold out of Boeing (BA) in Q3 2017, closing a stake of 732 shares — an estimated $145K sold.

Montrusco Bolton Investments first reported a position in BA in Q3 2013 and held it in 5 quarters. The position peaked at $1.1M in Q3 2013. 1,658 funds tracked by Wall St. Rank hold BA as of Q3 2017.

  • Montrusco Bolton Investments reported no remaining Boeing position as of Q3 2017 after selling out during the quarter.
  • Montrusco Bolton Investments sold 732 Boeing shares in Q3 2017, an estimated $145K.
  • Montrusco Bolton Investments first reported a position in Boeing in Q3 2013 and held it in 5 quarters.
  • Montrusco Bolton Investments's Boeing position peaked at $1.1M in Q3 2013.
  • 1,658 funds tracked by Wall St. Rank held Boeing as of Q3 2017.

Based on Montrusco Bolton Investments's 13F filing for Q3 2017, filed 18 Oct 2017.