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New England Private Wealth Advisors’s GE Aerospace GE Stock Holding History

New England Private Wealth 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
2019
Q4 		– Sell
-6,777
Closed -$304K – 114
2019
Q3 		$304K Buy
6,777
+5
+0.1% +$235 0.07% 115
2019
Q2 		$356K Sell
6,772
-114
-2% -$5.61K 0.09% 108
2019
Q1 		$344K Sell
6,886
-144
-2% -$6.78K 0.09% 104
2018
Q4 		$254K Buy
7,030
+771
+12% +$34.8K 0.07% 110
2018
Q3 		$341K Sell
6,259
-106
-2% -$6.53K 0.09% 106
2018
Q2 		$416K Sell
6,365
-3,586
-36% -$239K 0.12% 96
2018
Q1 		$640K Buy
9,951
+62
+0.6% +$4.59K 0.18% 74
2017
Q4 		$826K Sell
9,889
-1,376
-12% -$131K 0.23% 64
2017
Q3 		$1.3M Sell
11,265
-634
-5% -$76.7K 0.39% 48
2017
Q2 		$1.54M Sell
11,899
-934
-7% -$128K 0.47% 41
2017
Q1 		$1.84M Sell
12,833
-1,879
-13% -$272K 0.59% 36
2016
Q4 		$2.23M Buy
14,712
+420
+3% +$61K 0.77% 28
2016
Q3 		$2.03M Sell
14,292
-94
-0.7% -$14K 0.73% 29
2016
Q2 		$2.17M Buy
14,386
+428
+3% +$62.4K 0.83% 28
2016
Q1 		$2.13M Buy
13,958
+221
+2% +$31.2K 0.87% 29
2015
Q4 		$2.05M Buy
13,737
+1,158
+9% +$164K 0.81% 30
2015
Q3 		$1.52M Buy
12,579
+12
+0.1% +$1.47K 0.65% 36
2015
Q2 		$1.6M Sell
12,567
-697
-5% -$90.4K 0.61% 36
2015
Q1 		$1.58M Buy
13,264
+544
+4% +$64.8K 0.62% 35
2014
Q4 		$1.53M Buy
12,720
+13
+0.1% +$1.6K 0.6% 39
2014
Q3 		$1.56M Buy
12,707
+229
+2% +$28.5K 0.63% 38
2014
Q2 		$1.57M Sell
12,478
-49
-0.4% -$6.23K 0.64% 36
2014
Q1 		$1.55M Buy
12,527
+173
+1% +$21.4K 0.65% 36
2013
Q4 		$1.66M Buy
12,354
+10
+0.1% +$1.26K 0.75% 34
2013
Q3 		$1.41M Buy
12,344
+7,732
+168% +$887K 0.74% 32
2013
Q2 		$512K Buy
+4,612
New +$511K 0.32% 40

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

New England Private Wealth Advisors sold out of GE Aerospace (GE) in Q4 2019, closing a stake of 6,777 shares — an estimated $304K sold.

New England Private Wealth Advisors first reported a position in GE in Q2 2013 and held it in 26 quarters. The position peaked at $2.23M in Q4 2016. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining GE Aerospace position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 6,777 GE Aerospace shares in Q4 2019, an estimated $304K.
  • New England Private Wealth Advisors first reported a position in GE Aerospace in Q2 2013 and held it in 26 quarters.
  • New England Private Wealth Advisors's GE Aerospace position peaked at $2.23M in Q4 2016.
  • 1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

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