Northern Capital Management (Wisconsin)’s Boeing BA Stock Holding History

Northern Capital Management (Wisconsin)’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
2018 Q4	$937K	Buy	2,905 +1,445	+99%	+$499K	0.25%	117
2018 Q3	$543K	Hold	1,460	–	–	0.12%	147
2018 Q2	$490K	Buy	+1,460	New	+$502K	0.12%	148
2014 Q1	–	Sell	-4,325	Closed	-$590K	–	150
2013 Q4	$590K	Sell	4,325 -1,825	-30%	-$237K	0.31%	91
2013 Q3	$723K	Hold	6,150	–	–	0.42%	72
2013 Q2	$630K	Buy	+6,150	New	+$584K	0.39%	76

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s BA Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) increased its Boeing (BA) stake by 99% in Q4 2018, buying an estimated $499K and bringing the position to 2,905 shares worth $937K. The position accounts for 0.25% of the portfolio, ranked #117.

Northern Capital Management (Wisconsin) first reported a position in BA in Q2 2013 and has held it in 6 quarters since. 2,060 funds tracked by Wall St. Rank hold BA as of Q4 2018.

Northern Capital Management (Wisconsin) held 2,905 shares of Boeing worth $937K as of Q4 2018.
Northern Capital Management (Wisconsin) bought 1,445 Boeing shares in Q4 2018, an estimated $499K.
Boeing made up 0.25% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #117 holding.
Northern Capital Management (Wisconsin) first reported a position in Boeing in Q2 2013 and has held it in 6 quarters since.
2,060 funds tracked by Wall St. Rank held Boeing as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.