Pacific Financial Group’s Boeing BA Stock Holding History

Pacific Financial Group’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
2016 Q2	$1K	Buy	+7	New	+$913	﹤0.01%	56
2015 Q1	–	Sell	-850	Closed	-$110K	–	60
2014 Q4	$110K	Buy	850 +600	+240%	+$76.1K	0.03%	53
2014 Q3	$32K	Hold	250	–	–	0.03%	35
2014 Q2	$32K	Hold	250	–	–	0.05%	40
2014 Q1	$31K	Hold	250	–	–	0.01%	42
2013 Q4	$34K	Buy	+250	New	+$32.5K	0.07%	42
2013 Q3	–	Sell	-250	Closed	-$25K	–	50
2013 Q2	$25K	Buy	+250	New	+$23.8K	0.05%	35

Other funds holding BA

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

ETC

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Pacific Financial Group's BA Position: Q2 2016 in Review

Pacific Financial Group opened a new position in Boeing (BA) in Q2 2016: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #56 among its holdings. This is a return to the name: Pacific Financial Group previously reported a position in BA as recently as Q4 2014.

Pacific Financial Group first reported a position in BA in Q2 2013 and has held it in 7 quarters since. The position peaked at $110K in Q4 2014. 1,321 funds tracked by Wall St. Rank hold BA as of Q2 2016.

Pacific Financial Group held 7 shares of Boeing worth $1K as of Q2 2016.
Boeing was a new Pacific Financial Group position in Q2 2016.
Boeing made up ﹤0.01% of Pacific Financial Group's portfolio in Q2 2016, its #56 holding.
Pacific Financial Group first reported a position in Boeing in Q2 2013 and has held it in 7 quarters since.
Pacific Financial Group's Boeing position peaked at $110K in Q4 2014.
1,321 funds tracked by Wall St. Rank held Boeing as of Q2 2016.

Based on Pacific Financial Group's 13F filing for Q2 2016, filed 27 Jul 2016.