OptiFour Integrated Wealth Management’s GE Aerospace GE Stock Holding History

OptiFour Integrated Wealth Management’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	$129K	Hold	2,312	–	–	0.09%	74
2019 Q3	$103K	Sell	2,312 -105	-4%	-$4.93K	0.07%	71
2019 Q2	$126K	Buy	2,417 +106	+5%	+$5.22K	0.09%	78
2019 Q1	$115K	Sell	2,311 -668	-22%	-$31.4K	0.09%	50
2018 Q4	$108K	Sell	2,979 -42	-1%	-$1.9K	0.1%	46
2018 Q3	$163K	Hold	3,021	–	–	0.13%	55
2018 Q2	$197K	Sell	3,021 -578	-16%	-$38.6K	0.17%	53
2018 Q1	$233K	Sell	3,599 -229	-6%	-$17K	0.19%	51
2017 Q4	$320K	Buy	+3,828	New	+$365K	0.27%	44

Other funds holding GE

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

OptiFour Integrated Wealth Management's GE Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its GE Aerospace (GE) position steady in Q4 2019 at 2,312 shares worth $129K. The position accounts for 0.09% of the portfolio, ranked #74.

OptiFour Integrated Wealth Management first reported a position in GE in Q4 2017 and has held it in 9 quarters since. The position peaked at $320K in Q4 2017. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

OptiFour Integrated Wealth Management held 2,312 shares of GE Aerospace worth $129K as of Q4 2019.
OptiFour Integrated Wealth Management left its GE Aerospace share count unchanged in Q4 2019.
GE Aerospace made up 0.09% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #74 holding.
OptiFour Integrated Wealth Management first reported a position in GE Aerospace in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's GE Aerospace position peaked at $320K in Q4 2017.
1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.