Palisades Hudson Asset Management’s GE Aerospace GE Stock Holding History

Palisades Hudson Asset 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
2018 Q3	–	Sell	-2,117	Closed	-$138K	–	112
2018 Q2	$138K	Sell	2,117 -602	-22%	-$40.2K	0.07%	110
2018 Q1	$176K	Buy	+2,719	New	+$201K	0.1%	110
2017 Q4	–	Sell	-5,014	Closed	-$581K	–	109
2017 Q3	$581K	Sell	5,014 -45	-0.9%	-$5.44K	0.33%	32
2017 Q2	$655K	Hold	5,059	–	–	0.38%	26
2017 Q1	$722K	Hold	5,059	–	–	0.46%	22
2016 Q4	$766K	Hold	5,059	–	–	0.47%	22
2016 Q3	$718K	Hold	5,059	–	–	0.55%	20
2016 Q2	$764K	Sell	5,059 -98	-2%	-$14.3K	0.62%	19
2016 Q1	$786K	Hold	5,157	–	–	0.62%	19
2015 Q4	$770K	Hold	5,157	–	–	0.65%	21
2015 Q3	$623K	Hold	5,157	–	–	0.56%	21
2015 Q2	$657K	Hold	5,157	–	–	0.57%	19
2015 Q1	$614K	Hold	5,157	–	–	0.48%	18
2014 Q4	$625K	Buy	5,157 +31	+0.6%	+$3.81K	0.49%	18
2014 Q3	$629K	Hold	5,126	–	–	0.52%	16
2014 Q2	$646K	Sell	5,126 -40	-0.8%	-$5.09K	0.53%	12
2014 Q1	$641K	Sell	5,166 -200	-4%	-$24.7K	0.55%	11
2013 Q4	$721K	Hold	5,366	–	–	0.6%	12
2013 Q3	$614K	Hold	5,366	–	–	0.55%	12
2013 Q2	$596K	Buy	+5,366	New	+$594K	0.57%	12

Other funds holding GE

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Palisades Hudson Asset Management's GE Position: Q3 2018 in Review

Palisades Hudson Asset Management sold out of GE Aerospace (GE) in Q3 2018, closing a stake of 2,117 shares — an estimated $138K sold.

Palisades Hudson Asset Management first reported a position in GE in Q2 2013 and held it in 20 quarters. The position peaked at $786K in Q1 2016. 1,889 funds tracked by Wall St. Rank hold GE as of Q3 2018.

Palisades Hudson Asset Management reported no remaining GE Aerospace position as of Q3 2018 after selling out during the quarter.
Palisades Hudson Asset Management sold 2,117 GE Aerospace shares in Q3 2018, an estimated $138K.
Palisades Hudson Asset Management first reported a position in GE Aerospace in Q2 2013 and held it in 20 quarters.
Palisades Hudson Asset Management's GE Aerospace position peaked at $786K in Q1 2016.
1,889 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2018.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2018, filed 8 Nov 2018.