Mountain Capital Investment Advisors’s Boeing BA Stock Holding History

Mountain Capital Investment Advisors’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
2020 Q1	–	Sell	-1,056	Closed	-$350K	–	45
2019 Q4	$350K	Sell	1,056 -344	-25%	-$122K	0.16%	30
2019 Q3	$533K	Sell	1,400 -368	-21%	-$132K	0.47%	21
2019 Q2	$589K	Buy	1,768 +1,014	+134%	+$370K	0.55%	20
2019 Q1	$288K	Buy	754 +9	+1%	+$3.46K	0.31%	30
2018 Q4	$240K	Sell	745 -145	-16%	-$50.1K	0.33%	27
2018 Q3	$331K	Buy	890 +4	+0.5%	+$1.41K	0.32%	28
2018 Q2	$297K	Buy	+886	New	+$305K	0.29%	30
2018 Q1	–	Sell	-991	Closed	-$292K	–	35
2017 Q4	$292K	Hold	991	–	–	0.28%	29
2017 Q3	$252K	Hold	991	–	–	0.22%	29
2017 Q2	$196K	Buy	+991	New	+$184K	0.19%	36

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mountain Capital Investment Advisors's BA Position: Q1 2020 in Review

Mountain Capital Investment Advisors sold out of Boeing (BA) in Q1 2020, closing a stake of 1,056 shares — an estimated $350K sold.

Mountain Capital Investment Advisors first reported a position in BA in Q2 2017 and held it in 10 quarters. The position peaked at $589K in Q2 2019. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

Mountain Capital Investment Advisors reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
Mountain Capital Investment Advisors sold 1,056 Boeing shares in Q1 2020, an estimated $350K.
Mountain Capital Investment Advisors first reported a position in Boeing in Q2 2017 and held it in 10 quarters.
Mountain Capital Investment Advisors's Boeing position peaked at $589K in Q2 2019.
1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.