New York Life Trust’s Boeing BA Stock Holding History

New York Life Trust’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 Q1	$16K	Sell	89 -1,141	-93%	-$194K	0.78%	21
2016 Q4	$191K	Sell	1,230 -80	-6%	-$11.7K	0.91%	26
2016 Q3	$173K	Sell	1,310 -31	-2%	-$4.08K	0.85%	28
2016 Q2	$174K	Sell	1,341 -182	-12%	-$23.7K	0.84%	30
2016 Q1	$193K	Buy	1,523 +37	+2%	+$4.59K	0.83%	28
2015 Q4	$215K	Sell	1,486 -114	-7%	-$16.4K	0.92%	28
2015 Q3	$210K	Hold	1,600	–	–	0.93%	27
2015 Q2	$222K	Sell	1,600 -32	-2%	-$4.67K	0.92%	28
2015 Q1	$245K	Buy	1,632 +1,579	+2,979%	+$230K	0.97%	23
2014 Q4	$7K	Sell	53 -1,433	-96%	-$182K	0.03%	185
2014 Q3	$189K	Sell	1,486 -217	-13%	-$27.3K	0.78%	32
2014 Q2	$217K	Buy	1,703 +4	+0.2%	+$522	0.92%	23
2014 Q1	$213K	Buy	1,699 +83	+5%	+$10.8K	0.94%	25
2013 Q4	$221K	Sell	1,616 -112	-6%	-$14.6K	1.01%	23
2013 Q3	$203K	Sell	1,728 -261	-13%	-$28.1K	1.02%	22
2013 Q2	$204K	Buy	+1,989	New	+$189K	0.94%	23

Other funds holding BA

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

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

New York Life Trust's BA Position: Q1 2017 in Review

New York Life Trust reduced its Boeing (BA) stake by 93% in Q1 2017, selling an estimated $194K and leaving 89 shares worth $16K. The position accounts for 0.78% of the portfolio, ranked #21.

New York Life Trust first reported a position in BA in Q2 2013 and has held it in 16 quarters since. The position peaked at $245K in Q1 2015. 1,515 funds tracked by Wall St. Rank hold BA as of Q1 2017.

New York Life Trust held 89 shares of Boeing worth $16K as of Q1 2017.
New York Life Trust sold 1,141 Boeing shares in Q1 2017, an estimated $194K.
Boeing made up 0.78% of New York Life Trust's portfolio in Q1 2017, its #21 holding.
New York Life Trust first reported a position in Boeing in Q2 2013 and has held it in 16 quarters since.
New York Life Trust's Boeing position peaked at $245K in Q1 2015.
1,515 funds tracked by Wall St. Rank held Boeing as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.