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Mountain Capital Investment Advisors’s GE Aerospace GE Stock Holding History

Mountain Capital Investment Advisors’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
2020
Q3 		– Sell
-10,201
Closed -$344K – 105
2020
Q2 		$344K Buy
10,201
+210
+2% +$7.08K 0.16% 39
2020
Q1 		$356K Buy
+9,991
New +$533K 0.18% 33
2017
Q4 		– Sell
-2,528
Closed -$293K – 173
2017
Q3 		$293K Sell
2,528
-103
-4% -$12.5K 0.26% 24
2017
Q2 		$341K Buy
+2,631
New +$361K 0.33% 16

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Mountain Capital Investment Advisors's GE Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of GE Aerospace (GE) in Q3 2020, closing a stake of 10,201 shares — an estimated $344K sold.

Mountain Capital Investment Advisors first reported a position in GE in Q2 2017 and held it in 4 quarters. The position peaked at $356K in Q1 2020. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

  • Mountain Capital Investment Advisors reported no remaining GE Aerospace position as of Q3 2020 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 10,201 GE Aerospace shares in Q3 2020, an estimated $344K.
  • Mountain Capital Investment Advisors first reported a position in GE Aerospace in Q2 2017 and held it in 4 quarters.
  • Mountain Capital Investment Advisors's GE Aerospace position peaked at $356K in Q1 2020.
  • 1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.