Oak Point Wealth Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$42K Sell
673
-1,978
-75% -$147K 0.04% 110
2017
Q4
$232K Buy
+2,651
New +$253K 0.23% 96

Other funds holding GE

Oak Point Wealth Management's GE Position: Q1 2018 in Review

Oak Point Wealth Management reduced its GE Aerospace (GE) stake by 75% in Q1 2018, selling an estimated $147K and leaving 673 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #110.

Oak Point Wealth Management first reported a position in GE in Q4 2017 and has held it in 2 quarters since. The position peaked at $232K in Q4 2017. 1,986 funds tracked by Wall St. Rank hold GE as of Q1 2018.

  • Oak Point Wealth Management held 673 shares of GE Aerospace worth $42K as of Q1 2018.
  • Oak Point Wealth Management sold 1,978 GE Aerospace shares in Q1 2018, an estimated $147K.
  • GE Aerospace made up 0.04% of Oak Point Wealth Management's portfolio in Q1 2018, its #110 holding.
  • Oak Point Wealth Management first reported a position in GE Aerospace in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's GE Aerospace position peaked at $232K in Q4 2017.
  • 1,986 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.