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New England Private Wealth Advisors’s Boeing BA Stock Holding History

New England Private Wealth 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
2019
Q4 		– Sell
-2,393
Closed -$910K – 87
2019
Q3 		$910K Sell
2,393
-150
-6% -$53.6K 0.22% 61
2019
Q2 		$926K Buy
2,543
+164
+7% +$59.8K 0.22% 59
2019
Q1 		$905K Buy
2,379
+3
+0.1% +$1.16K 0.23% 59
2018
Q4 		$767K Sell
2,376
-1,056
-31% -$365K 0.23% 62
2018
Q3 		$1.28M Sell
3,432
-110
-3% -$38.6K 0.34% 51
2018
Q2 		$1.19M Buy
3,542
+2
+0.1% +$688 0.34% 53
2018
Q1 		$1.16M Buy
3,540
+3
+0.1% +$1.01K 0.33% 52
2017
Q4 		$1.05M Buy
3,537
+2
+0.1% +$541 0.29% 54
2017
Q3 		$900K Buy
3,535
+129
+4% +$30.1K 0.27% 58
2017
Q2 		$676K Buy
3,406
+274
+9% +$51K 0.21% 65
2017
Q1 		$555K Buy
3,132
+504
+19% +$85.8K 0.18% 72
2016
Q4 		$410K Sell
2,628
-572
-18% -$83.5K 0.14% 78
2016
Q3 		$423K Buy
3,200
+155
+5% +$20.4K 0.15% 73
2016
Q2 		$395K Sell
3,045
-71
-2% -$9.26K 0.15% 75
2016
Q1 		$395K Buy
3,116
+5
+0.2% +$620 0.16% 75
2015
Q4 		$452K Buy
3,111
+1,502
+93% +$216K 0.18% 73
2015
Q3 		$210K Sell
1,609
-830
-34% -$115K 0.09% 100
2015
Q2 		$339K Sell
2,439
-23
-0.9% -$3.35K 0.13% 75
2015
Q1 		$367K Buy
2,462
+335
+16% +$48.8K 0.14% 67
2014
Q4 		$278K Sell
2,127
-99
-4% -$12.6K 0.11% 79
2014
Q3 		$283K Buy
2,226
+104
+5% +$13.1K 0.11% 77
2014
Q2 		$271K Buy
2,122
+2
+0.1% +$261 0.11% 80
2014
Q1 		$265K Buy
2,120
+189
+10% +$24.6K 0.11% 79
2013
Q4 		$263K Buy
+1,931
New +$251K 0.12% 76

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New England Private Wealth Advisors's BA Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Boeing (BA) in Q4 2019, closing a stake of 2,393 shares — an estimated $910K sold.

New England Private Wealth Advisors first reported a position in BA in Q4 2013 and held it in 24 quarters. The position peaked at $1.28M in Q3 2018. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 2,393 Boeing shares in Q4 2019, an estimated $910K.
  • New England Private Wealth Advisors first reported a position in Boeing in Q4 2013 and held it in 24 quarters.
  • New England Private Wealth Advisors's Boeing position peaked at $1.28M in Q3 2018.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.